Financial planning tailored to your goals

Executive Financial Advisors

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
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    • GA
    • HI
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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 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.

    • Barron’s Top 100 Private Wealth Advisory Teams, 2021, 2022The Barron's rating is awarded annually in March and is based on information from the prior year Q4. 
    • Barron's Top 1,200 Financial Advisors, 2021, 2022
      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, 2022The 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.

    • University of Buffalo , BS in Business Administration
    • Albany Law School, Juris Doctorate
      1200 Abernathy Road
      600 Northpark Town Center
      Atlanta, GA 30328
    • Trevor Fahr Profile Photo

      Trevor Fahr

      Managing Director–Wealth Management

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      • AL
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      • AZ
      • CA
      • CO
      • DC
      • DE
      • FL
      • GA
      • HI
      • IA
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      • IL
      • IN
      • KS
      • KY
      • LA
      • MA
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      • MI
      • MN
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      • NC
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      • OR
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      • UT
      • VA
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      • 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 Advisory Teams, 2022The Barron's rating is awarded annually in March and is based on information from the prior year Q4. 
      • Forbes Best-in-State Wealth Advisors, 2021, 2022The 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.

      • Trinity University, Bachelor of Science in Business Administration
      • Southern Methodist University, Master of Science in Accounting
        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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        • DC
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        • LA
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        • RI
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        • WV
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        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 Advisory Teams, 2022The Barron's rating is awarded annually in March and is based on information from the prior year Q4. 

        • University of Oklahoma, MBA and JD
          100 Crescent Court
          Dallas, TX 75201
        • Tyson Rising Profile Photo

          Tyson Rising, CFP

          Senior Vice President–Wealth Management

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          • AL
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          • DC
          • DE
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          • GA
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          • KY
          • LA
          • MA
          • MD
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          • NC
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          • OH
          • OK
          • OR
          • PA
          • SC
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          • UT
          • VA
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          • WI
          • WY

          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.

          • Robinson School of Business at Georgia State University, BS in Business Administration
          • CERTIFIED FINANCIAL PLANNER™
          816 Highway A1A North
          Ponte Vedra, FL 32082
        • Ryan Anderson Profile Photo

          Ryan Anderson, CFA

          First Vice President–Wealth Management

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          • AL
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          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
        • Andrew Noone Profile Photo

          Andrew Noone, CFA

          Senior Vice President–Wealth Management

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          • AK
          • AL
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          • CA
          • CO
          • CT
          • DC
          • DE
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          • GA
          • HI
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          • ID
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          • IN
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          • LA
          • MA
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          • OR
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          • PR
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          • UT
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          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.

          • Boston College, B.A. in Economics
          • Chartered Financial Analyst®
          100 Crescent Court
          Dallas, TX 75201

        The Year Ahead - Sustainable Investing

        Retirement planning

        Retirement planning

        Multigenerational planning

        Multigenerational planning

        Legacy—Wealth for others

        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.

        Backed by the strength of UBS

        A global leader in wealth management

        $2.8 trillion

        In invested assets globally 
        As of 06/30/2022

        51 countries

        Our global footprint

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        UBS is a world-leading wealth manager

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