$3.9 trillion
In invested assets globally
As of 12/31/2022
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Todd's expertise is in providing his clients the answers to questions they do not know to ask. This is accomplished thru a holistic and integrated financial planning service focused on all financial disciplines including but not limited to estate planning, retirement and cash flow planning, employee benefit and compensation planning, education planning, investments & risk management. Todd began his financial services career in 1998 at Ayco, a Goldman Sachs Company and joined UBS Wealth Management in July of 2010. He received his BS in Business administration from the University of Buffalo and his Juris Doctorate from Albany Law School. When he is not helping his clients achieve their financial goals, Todd & his wife, Amy enjoy giving back to the community. For the last decade, Team Urowsky has been the largest fundraising Community Team in the Country that participates in American Heart Association Heart Walk. Additionally, Todd is an avid golfer and mountain biker. Todd, Amy and their boys, Jake & Tyler, Live in East Cobb, GA.
Trevor joined UBS after spending 11 years with The Ayco Company L.P., a Goldman Sachs Company. He received his Bachelor of Science in Business Administration from Trinity University and his Master of Science in Accounting from Southern Methodist University.
David joined UBS after spending 8 years with The Ayco Company, L.P. He received his MBA and JD from the University of Oklahoma.
Tyson has over 13 years experience in the financial services industry. Through his career, Tyson has specialized in providing holistic, concierge level service and advice to clients that touches every aspect of their financial world. He has ushered many corporate executives through various liquidity events and provided advice on how such events fit into their comprehensive financial plan. Tyson provides strategic leadership for the team with a focus on financial planning engagement review and and portfolio management. Tyson has earned the CERTIFIED FINANCIAL PLANNERTM designation and was recently recognized among the "Top 35 Under 35" at UBS. He is a graduate of the Robinson School of Business at Georgia State University where he earned his BS in Business Administration. In his free-time, he is active in his church and various non-profit endeavors. Tyson is an avid outdoorsman and lives in Dunwoody, GA with his wife, Macy and their three children.
Ryan joined UBS after spending 7 years with The Ayco Company, L.P. He received his B.S. in Business Administration from Trinity University and is a CFA Charterholder.
Andrew joined UBS after spending 6 years with The Ayco Company, L.P. He received his B.A. in Economics from Boston College and is a CFA Charterholder.
Brian joined UBS after spending 5 years with The Ayco Company, L.P., a Goldman Sachs Company. He received his B.B.A. in Finance from the University of Georgia and his J.D. from the University of Texas School of Law.
Matthew joined UBS after spending 3 years with The Ayco Company, L.P., a Goldman Sachs Company. He received his BS in Personal Financial Planning from Texas Tech University and his MBA in Finance from Southern Methodist University.
Kristy L. Winkles joined UBS Financial Services in 2008. She worked with a team in the Addison complex before joining the Executive Financial Advisors team in November of 2013. Prior to UBS, Kristy was with Smith Barney for 8 years in both managerial and registered associate positions. Kristy is series 7 and series 66 licensed. Kristy and her husband, Gary, have two daughters.
After spending more than a decade providing holistic financial advice to clients, Mike is still driven by the same underlying goal that lead him to this industry to help others succeed in achieving what's most important to them. Whether it's accumulating wealth for your future or transferring wealth to benefit others, having a deliberate and well thought out plan is critical to helping ensure you achieve what's most important to you.
Prior to joining UBS in 2015, Mike spent 8 years with an independent firm as part of a private wealth advisory practice. Mike received his BS in Management with concentrations in Finance and Marketing from the Scheller College of Business at The Georgia Institute of Technology (GA Tech). Mike is a CERTIFIED FINANCIAL PLANNER™ professional and also holds the Chartered Financial Consultant® designation.
Mike is a long time resident of Atlanta and currently resides with his wife Jenn and daughter Madeleine in the Peachtree Park neighborhood of Buckhead. Outside of the office, Mike enjoys traveling the globe, fly fishing, and playing golf.
Cody's role as Wealth Strategy Associate provides business analytics, client concierge services, extensive project management and strategies for the team. He began his career at UBS in 2015 and joined the Executive Financial Advisors in 2017.
Cody earned his B.S. in Finance at the University of Delaware. He is a Certified Financial Planner (CFP®) and also holds his Series 7, 66 and insurance licenses.
Cody lives in Dallas, TX. He was a varsity hockey player at university and continues his love of the sport by participating in the ice local hockey community as a coach and teacher.
Todd's expertise is in providing his clients the answers to questions they do not know to ask. This is accomplished thru a holistic and integrated financial planning service focused on all financial disciplines including but not limited to estate planning, retirement and cash flow planning, employee benefit and compensation planning, education planning, investments & risk management. Todd began his financial services career in 1998 at Ayco, a Goldman Sachs Company and joined UBS Wealth Management in July of 2010. He received his BS in Business administration from the University of Buffalo and his Juris Doctorate from Albany Law School. When he is not helping his clients achieve their financial goals, Todd & his wife, Amy enjoy giving back to the community. For the last decade, Team Urowsky has been the largest fundraising Community Team in the Country that participates in American Heart Association Heart Walk. Additionally, Todd is an avid golfer and mountain biker. Todd, Amy and their boys, Jake & Tyler, Live in East Cobb, GA.
Trevor joined UBS after spending 11 years with The Ayco Company L.P., a Goldman Sachs Company. He received his Bachelor of Science in Business Administration from Trinity University and his Master of Science in Accounting from Southern Methodist University.
David joined UBS after spending 8 years with The Ayco Company, L.P. He received his MBA and JD from the University of Oklahoma.
Tyson has over 13 years experience in the financial services industry. Through his career, Tyson has specialized in providing holistic, concierge level service and advice to clients that touches every aspect of their financial world. He has ushered many corporate executives through various liquidity events and provided advice on how such events fit into their comprehensive financial plan. Tyson provides strategic leadership for the team with a focus on financial planning engagement review and and portfolio management. Tyson has earned the CERTIFIED FINANCIAL PLANNERTM designation and was recently recognized among the "Top 35 Under 35" at UBS. He is a graduate of the Robinson School of Business at Georgia State University where he earned his BS in Business Administration. In his free-time, he is active in his church and various non-profit endeavors. Tyson is an avid outdoorsman and lives in Dunwoody, GA with his wife, Macy and their three children.
Ryan joined UBS after spending 7 years with The Ayco Company, L.P. He received his B.S. in Business Administration from Trinity University and is a CFA Charterholder.
Andrew joined UBS after spending 6 years with The Ayco Company, L.P. He received his B.A. in Economics from Boston College and is a CFA Charterholder.
Brian joined UBS after spending 5 years with The Ayco Company, L.P., a Goldman Sachs Company. He received his B.B.A. in Finance from the University of Georgia and his J.D. from the University of Texas School of Law.
Matthew joined UBS after spending 3 years with The Ayco Company, L.P., a Goldman Sachs Company. He received his BS in Personal Financial Planning from Texas Tech University and his MBA in Finance from Southern Methodist University.
Kristy L. Winkles joined UBS Financial Services in 2008. She worked with a team in the Addison complex before joining the Executive Financial Advisors team in November of 2013. Prior to UBS, Kristy was with Smith Barney for 8 years in both managerial and registered associate positions. Kristy is series 7 and series 66 licensed. Kristy and her husband, Gary, have two daughters.
After spending more than a decade providing holistic financial advice to clients, Mike is still driven by the same underlying goal that lead him to this industry to help others succeed in achieving what's most important to them. Whether it's accumulating wealth for your future or transferring wealth to benefit others, having a deliberate and well thought out plan is critical to helping ensure you achieve what's most important to you.
Prior to joining UBS in 2015, Mike spent 8 years with an independent firm as part of a private wealth advisory practice. Mike received his BS in Management with concentrations in Finance and Marketing from the Scheller College of Business at The Georgia Institute of Technology (GA Tech). Mike is a CERTIFIED FINANCIAL PLANNER™ professional and also holds the Chartered Financial Consultant® designation.
Mike is a long time resident of Atlanta and currently resides with his wife Jenn and daughter Madeleine in the Peachtree Park neighborhood of Buckhead. Outside of the office, Mike enjoys traveling the globe, fly fishing, and playing golf.
Cody's role as Wealth Strategy Associate provides business analytics, client concierge services, extensive project management and strategies for the team. He began his career at UBS in 2015 and joined the Executive Financial Advisors in 2017.
Cody earned his B.S. in Finance at the University of Delaware. He is a Certified Financial Planner (CFP®) and also holds his Series 7, 66 and insurance licenses.
Cody lives in Dallas, TX. He was a varsity hockey player at university and continues his love of the sport by participating in the ice local hockey community as a coach and teacher.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
UBS Chief Investment Office upgrades equities from least preferred to neutral, while keeping bonds as most preferred. They discuss their outlook for September and why investors should manage liquidity as rates peak.
Watch our latest House View livestream featuring Leslie Falconio, Head of Taxable Fixed Income Strategy and Nadia Lovell, Senior US Equity Strategist.
03 Aug 2023
Our formal integration with Credit Suisse marks an unprecedented level of strength in our history—all in support of your financial goals. For more than 160 years, we’ve been tested and proven resilient—guiding our clients through a wide range of financial challenges and market opportunities. And we continue to demonstrate our leadership among the largest, and most respected, global banks.
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
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