Executive Financial Advisors

Todd's strength 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 before moving to Morgan Stanley in 2025. 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 is a Private Wealth Advisor with over 25 years of experience in the financial services industry. Beginning his career in 1998 at Ayco, a Goldman Sachs Company, Trevor honed his skills in comprehensive financial planning before moving to UBS in 2010 and then joining Morgan Stanley in 2025. His academic credentials include a Bachelor’s degree in Business and Economics from Trinity University and a Master’s degree in Accounting from Southern Methodist University. Fully licensed in securities and insurance, Trevor is well-equipped to offer a wide range of financial planning services to clients.

His approach to financial planning is deeply rooted in helping clients manage complex financial aspects such as investments, employee benefits, and tax and estate laws. Trevor specializes in serving corporate executives, offering tailored guidance to navigate challenges like concentrated stock positions and equity compensation. His practice is characterized by a personal touch, maintaining direct relationships with clients while leveraging a dedicated support team to ensure seamless service delivery. Clients often describe him as trustworthy, caring, and knowledgeable, with many relationships spanning over two decades.

Outside of his professional life, Trevor prioritizes family time. Married with two sons, his family attends Highland Park United Methodist Church. Trevor enjoys watching his sons participate in their activities, including sports and Boy Scouts. His personal interests include golfing, watching and attending college and professional sporting events, and spending time at the lake with his family and friends. His family and personal interests underscore his priority to help clients create the freedom and security to enjoy life's most important moments.

Andrew is committed to delivering personalized financial planning services, with a primary focus on senior-level corporate executives at large public and private companies. Acting as a "personal CFO," he specializes in offering holistic and tailored guidance to help navigate complex financial markets. Andrew and his team, Executive Financial Advisors, help clients understand the complexities of their employee benefits and how to integrate that specific source of wealth into estate planning, tax planning, philanthropic planning and investments.

Andrew's passion for financial markets is complemented by a planning-first approach. He values the opportunity to work with families at various stages of their careers and wealth creation journeys. This shared experience allows him to offer integrated counsel through corporate careers, liquidity events, and into retirement and legacy planning. At the core of his work is a deep personal relationship with clients, driven by a curiosity about markets and a focus on integrated and holistic planning.

Andrew joined Morgan Stanley in 2025 after spending 15 years at UBS. Prior to that, he worked at The Ayco Company, at Goldman Sachs Company for 6 years. He received his B.A. in Economics from Boston College and is a CFA Charterholder. Family serves as the foundation for Andrew, providing both inspiration and stability. He and his wife, Karla, are actively involved in their community, particularly through Christ the King Catholic School, where they recently served on the Capital Campaign Committee to help plan and build a new school building. With two sons, Kevin and Alex, Andrew stays engaged by coaching their soccer and lacrosse teams and participating in their school activities. Additionally, his family supports the Grant Halliburton Foundation, advocating for young adult mental health.

David is passionate about helping clients achieve their long-term goals by focusing on building a solid financial foundation. He utilizes his legal and tax knowledge alongside a business degree to maintain personal connections with clients. This combination of skills helps him in making informed financial decisions and navigating the complexities of finance and taxes. He focuses on setting and achieving both short-term and long-term goals for clients, helping to ensure that each financial plan is tailored to individual needs.

David’s service model involves acting as a “personal CFO” for clients, providing tailored solutions to financial challenges. His team, Executive Financial Advisors, works to identify and solve financial problems and implements solutions, helping to ensure strategies are customized for each client's unique situation. This personalized approach is a key aspect of his service, as he works closely with clients to manage and grow their wealth. David enjoys engaging with clients on a personal level, assisting them to achieve their aspirations and navigate financial landscapes.

Outside of work, David is involved in community service, volunteering with scouting and various schools such as the St. Rita School and Cistercian Preparatory School. He is also an active board member of the Ursuline Academy Dad’s Club as well as the St. Rita Parish Financial Council. He lives with his wife Danna and their four children, Noah, Henry, Owen, and Maddie. He enjoys outdoor activities such as hiking, backpacking, and camping. Additionally, he loves hosting gatherings for family and friends, reflecting his passion for building relationships both professionally and personally.

Ryan began his career in financial services in 2003 at Ayco, a Goldman Sachs subsidiary, and later moved to UBS in 2010 with his team before joining Morgan Stanley in 2025. His approach to financial advising is distinct due to a strong emphasis on financial planning as a primary service rather than an afterthought. This method involves gathering comprehensive financial data from his clients to create a tailored path forward.

Ryan is passionate about solving problems and enjoys the client-facing aspects of the role. He is a holistic planner with deep knowledge in employee benefits and corporate compliance, specializing in working with corporate executives. His team, Executive Financial Advisors, has a long-standing history of over 20 years, fostering deep connections with clients, which is his favorite aspect of the business.

Ryan holds a Bachelor of Science in Business Administration with a concentration in Finance and a Minor in Economics from Trinity University in San Antonio, Texas. He is also a CFA^® Charterholder, underscoring his knowledge and commitment to the financial industry. Outside of work, Ryan is family-oriented and enjoys coaching his children's sports teams. He lives in Dallas with his wife Keri and their three children, Conor, Nolan, and Etta Claire.

Brian is passionate about serving as the “personal CFO” for his clients and values the importance of building long-lasting relationships with them and their extended families. He wants to be the first person his clients call when they have an important decision to make. He became a Financial Advisor to assist clients in achieving their long-term goals, helping to put time back in their day to focus on their careers and families.

Brian’s approach is unique because his team, Executive Financial Advisors, provides a comprehensive financial planning service as the core of their wealth management approach. This service is tailored to the needs of active and retired corporate executives. They focus on areas beyond traditional portfolio management, including estate planning, tax planning, employee benefits, insurance and risk management, and retirement and cash flow planning. They coordinate important aspects of a client’s life with third-party advisors like CPAs, estate attorneys, and insurance brokers, helping to ensure a holistic approach to financial planning.

Outside of work, Brian’s life revolves around his three children – Lucas (9), Stella (7), and Gemma (3). He is actively involved in their schools and helps coach several of their sports teams. He enjoys being outdoors, especially in the mountains, playing and watching sports, UGA football, traveling, and live music. He began his career in the financial services industry in September 2005 at The Ayco Company, spent five years there, and then moved to UBS in September 2010 before joining Morgan Stanley in November 2025. He is a licensed attorney with the Texas state bar and holds a BBA in Finance from the University of Georgia and a Juris Doctor from the University of Texas School of Law.

Matthew is passionate about providing clients with confidence by helping them navigate risks and achieve their financial goals. His interest in financial planning began in middle school, influenced by his parents' involvement in investing and family financial decisions. Matthew’s unique approach involves getting clients to think about questions they may not know to ask and coordinating all areas of their financial lives to mitigate risk and provide assurance. He enjoys helping people and is committed to understanding all aspects of their lives to ensure everything is well-coordinated.

Matthew joined Morgan Stanley in 2025 and holds an MBA with a finance concentration from Southern Methodist University. He also has a background in personal financial planning from Texas Tech University. Outside of work, Matthew is committed to his community, volunteering at The Episcopal School of Dallas and various animal rescue organizations. He resides in Dallas with nine-year-old daughter. In his leisure time, he enjoys attending sporting events and spending time outdoors with his family.

Cody began his career at UBS in 2015 and joined the Executive Financial Advisors in 2017 before moving to Morgan Stanley in 2025.

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.