Managing Director–Wealth Management
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.
Recognized as an industry leader:
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.
Education
Managing Director–Wealth Management
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.
Recognized as an industry leader:
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.
Education
Managing Director–Wealth Management
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.
Recognized as an industry leader:
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.
Education
Managing Director–Wealth Management
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.
Recognized as an industry leader:
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.
Education
Senior Vice President–Wealth Management
David joined UBS after spending 8 years with The Ayco Company, L.P. He received his MBA and JD from the University of Oklahoma.
Recognized as an industry leader:
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.
Education
Senior Vice President–Wealth Management
David joined UBS after spending 8 years with The Ayco Company, L.P. He received his MBA and JD from the University of Oklahoma.
Recognized as an industry leader:
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.
Education
Senior Vice President–Wealth Management
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.
Education
Credentials
Senior Vice President–Wealth Management
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.
Education
Credentials
Senior Vice President–Wealth Management
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.
Recognized as an industry leader:
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.
Education
Credentials
Senior Vice President–Wealth Management
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.
Recognized as an industry leader:
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.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
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.
Recognized as an industry leader:
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.
Education
Senior Vice President–Wealth Management
Financial Advisor
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.
Recognized as an industry leader:
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.
Education
Senior Vice President–Wealth Management
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.
Recognized as an industry leader:
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.
Education
Senior Vice President–Wealth Management
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.
Recognized as an industry leader:
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.
Education
Authorized Officer
Senior Client Associate
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.
Authorized Officer
Senior Client Associate
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.
Senior Wealth Strategy Associate
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.
Education
Credentials
Senior Wealth Strategy Associate
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.
Education
Credentials
Financial Advisor
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.
Education
Credentials
Financial Advisor
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.
Education
Credentials
Client Associate
Client Associate
Wealth Strategy Associate
Education
Wealth Strategy Associate
Education
Wealth Strategy Associate
Education
Wealth Strategy Associate
Education
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.
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