Financial planning tailored to your goals

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.

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Pursuing your goals together

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 Urowsky Profile Photo

    Todd Urowsky

    Managing Director–Wealth Management

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    • AK
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    • CA
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    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
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    • IN
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    • KY
    • LA
    • MA
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    • ME
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    Todd's expertise is in providing his clients the answers to questions they do not know to ask. This is accomplished through 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.

    • Barron’s Top 100 Private Wealth Management Teams, 2021, 2022The Barron's rating is awarded annually in April based on information from the prior year Q4.
    • Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
    • Barron's Top 1,200 Financial Advisors, 2021, 2022, 2023, 2024
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • University of Buffalo , BS in Business Administration
    • Albany Law School, Juris Doctorate
      1200 Abernathy Road
      600 Northpark Town Center
      Atlanta, GA 30328
      todd.urowsky@ubs.com
      Todd Urowsky
      1200 Abernathy Road,Atlanta,GA,30328
    • Trevor Fahr Profile Photo

      Trevor Fahr

      Managing Director–Wealth Management

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      • AL
      • AR
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • HI
      • IA
      • IL
      • IN
      • KS
      • KY
      • LA
      • MA
      • ME
      • MI
      • MN
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      • MT
      • NC
      • NE
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OK
      • OR
      • PA
      • SC
      • TN
      • TX
      • UT
      • VA
      • WA
      • WI
      • WY

      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.

      • Barron’s Top 100 Private Wealth Management Teams, 2022The Barron's rating is awarded annually in April based on information from the prior year Q4.
      • Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
      • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
      • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

      • Trinity University, Bachelor of Science in Business Administration
      • Southern Methodist University, Master of Science in Accounting
        100 Crescent Court
        Dallas, TX 75201
        trevor.fahr@ubs.com
        Trevor Fahr
        100 Crescent Court,Dallas,TX,75201
      • David Folmnsbee Profile Photo

        David Folmnsbee

        Senior Vice President–Wealth Management

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        • AL
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        • CA
        • CO
        • CT
        • DC
        • DE
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        • GA
        • HI
        • IA
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        • IL
        • IN
        • KS
        • KY
        • LA
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MS
        • MT
        • NC
        • ND
        • NE
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • PR
        • RI
        • SC
        • SD
        • TN
        • TX
        • UT
        • VA
        • VT
        • WA
        • WI
        • WV
        • WY

        David joined UBS after spending 8 years with The Ayco Company, L.P. He received his MBA and JD from the University of Oklahoma.

        • Barron’s Top 100 Private Wealth Management Teams, 2022The Barron's rating is awarded annually in April based on information from the prior year Q4.
        • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        • University of Oklahoma, MBA and JD
          100 Crescent Court
          Dallas, TX 75201
          david.folmnsbee@ubs.com
          David Folmnsbee
          100 Crescent Court,Dallas,TX,75201
        • Ryan Anderson Profile Photo

          Ryan Anderson, CFA

          Senior Vice President–Wealth Management

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          • AL
          • AR
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • HI
          • IA
          • ID
          • IL
          • IN
          • KS
          • KY
          • LA
          • MA
          • ME
          • MI
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          • MT
          • NC
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          • OH
          • OK
          • OR
          • PA
          • SC
          • TN
          • TX
          • UT
          • VA
          • WA
          • WI
          • WY

          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.

            • Trinity University, B.S. in Business Administration
            • Chartered Financial Analyst®
            100 Crescent Court
            Dallas, TX 75201
            ryanp.anderson@ubs.com
            Ryan Anderson, CFA
            100 Crescent Court,Dallas,TX,75201
          • Andrew Noone Profile Photo

            Andrew Noone, CFA

            Senior Vice President–Wealth Management

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            • AK
            • AL
            • AR
            • AZ
            • CA
            • CO
            • CT
            • DC
            • DE
            • FL
            • GA
            • HI
            • IA
            • ID
            • IL
            • IN
            • KS
            • KY
            • LA
            • MA
            • MD
            • ME
            • MI
            • MN
            • MO
            • MS
            • MT
            • NC
            • ND
            • NE
            • NH
            • NJ
            • NM
            • NV
            • NY
            • OH
            • OK
            • OR
            • PA
            • PR
            • RI
            • SC
            • SD
            • TN
            • TX
            • UT
            • VA
            • VT
            • WA
            • WI
            • WV
            • WY

            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.

            • Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
            • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

            • Boston College, B.A. in Economics
            • Chartered Financial Analyst®
            100 Crescent Court
            Dallas, TX 75201
            andrew.noone@ubs.com
            Andrew Noone, CFA
            100 Crescent Court,Dallas,TX,75201
          • Brian Feldman Profile Photo

            Brian Feldman

            Senior Vice President–Wealth Management

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            • AL
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            • CA
            • CO
            • CT
            • DC
            • DE
            • FL
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            • IN
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            • KY
            • LA
            • MA
            • ME
            • MI
            • MN
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            • MT
            • NC
            • NE
            • NJ
            • NM
            • NV
            • NY
            • OH
            • OK
            • OR
            • PA
            • SC
            • TN
            • TX
            • UT
            • VA
            • WA
            • WI
            • WY

            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.

            • Barron’s Top 100 Private Wealth Management TeamsThe Barron's rating is awarded annually in April based on information from the prior year Q4.

            • University of Georgia, B.B.A in Finance
            • University of Texas School of Law, J.D.
              100 Crescent Court
              Dallas, TX 75201
              brian.feldman@ubs.com
              Brian Feldman
              100 Crescent Court,Dallas,TX,75201
            • Matthew Sharp Profile Photo

              Matthew Sharp

              Senior Vice President–Wealth Management

              Financial Advisor

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              • AL
              • AR
              • AZ
              • CA
              • CO
              • CT
              • DC
              • DE
              • FL
              • GA
              • HI
              • IA
              • IL
              • IN
              • KS
              • KY
              • LA
              • MA
              • ME
              • MI
              • MN
              • MO
              • MT
              • NC
              • NE
              • NJ
              • NM
              • NV
              • NY
              • OH
              • OK
              • OR
              • PA
              • SC
              • TN
              • TX
              • UT
              • VA
              • WA
              • WI
              • WY

              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.

              • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
              • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

              • Texas Tech University, BS in Personal Financial Planning
              • Southern Methodist University, MBA in Finance
                100 Crescent Court
                Dallas, TX 75201
                matthew.sharp@ubs.com
                Matthew Sharp
                100 Crescent Court,Dallas,TX,75201
              • Kristy Winkles Profile Photo

                Kristy Winkles

                Authorized Officer

                Senior Client Associate

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                • CA
                • FL
                • OK
                • TX
                • WA

                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.

                      100 Crescent Court
                      Dallas, TX 75201
                      kristy.winkles@ubs.com
                      Kristy Winkles
                      100 Crescent Court,Dallas,TX,75201
                    • Michael Kennair Profile Photo

                      Michael Kennair, CFP, ChFC

                      Senior Wealth Strategy Associate

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                      • AL
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                      • CO
                      • DC
                      • FL
                      • GA
                      • HI
                      • IL
                      • KY
                      • MA
                      • MI
                      • NC
                      • NY
                      • OH
                      • OR
                      • PA
                      • SC
                      • TX
                      • VA
                      • WA

                      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.

                        • Scheller College of Business at The Georgia Institute of Technology (GA Tech), BS in Management with concentrations in Finance and Marketing
                        • CERTIFIED FINANCIAL PLANNER™
                        • Chartered Financial Consultant
                        1200 Abernathy Road
                        600 Northpark Town Center
                        Atlanta, GA 30328
                        michael.kennair@ubs.com
                        Michael Kennair, CFP, ChFC
                        1200 Abernathy Road,Atlanta,GA,30328
                      • Frederick Cody Zweifel Profile Photo

                        Frederick Zweifel, CFP

                        Senior Wealth Strategy Associate

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                        • AZ
                        • CA
                        • FL
                        • IA
                        • IN
                        • KS
                        • MS
                        • NC
                        • NJ
                        • NM
                        • NY
                        • OH
                        • OK
                        • PA
                        • PR
                        • TX
                        • UT
                        • VA
                        • WA
                        • WV

                        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.

                          • University of Delaware, B.S. in Finance
                          • CERTIFIED FINANCIAL PLANNER™
                          100 Crescent Court
                          Dallas, TX 75201
                          frederick.zweifel@ubs.com
                          Frederick Zweifel, CFP
                          100 Crescent Court,Dallas,TX,75201
                        • Rosalie Seiler Profile Photo

                          Rosalie Seiler

                          Client Associate

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                                  100 Crescent Court
                                  Dallas, TX 75201
                                  rosalie.seiler@ubs.com
                                  Rosalie Seiler
                                  100 Crescent Court,Dallas,TX,75201
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                                  Gracie Peña

                                  Wealth Strategy Associate

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                                  • TX

                                    • Texas A&M University, B.A. in Classical Civilization and Anthropology
                                      100 Crescent Court
                                      Dallas, TX 75201
                                      grace.pena@ubs.com
                                      Gracie Peña
                                      100 Crescent Court,Dallas,TX,75201
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                                      Jason Halbrooks

                                      Wealth Strategy Associate

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                                      • NY
                                      • TX

                                        • Texas Christian University, B.B.A. in Finance
                                          100 Crescent Court
                                          Dallas, TX 75201
                                          jason.halbrooks@ubs.com
                                          Jason Halbrooks
                                          100 Crescent Court,Dallas,TX,75201

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                                        Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                                        Gain additional insights into the trends shaping wealth in the US and around the world.

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