The right path toward retirement

Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.

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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.

Michael Julian Rhodes

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VI
- WA
- WI
- WV
Mike has been advising clients in financial matters for over 20 years with experience at Merrill Lynch, Morgan Stanley and currently UBS Financial Services Inc. He is originally from Boston, MA and has a degree in Economics from Boston University. As a Senior Portfolio Manager, he designs personalized client portfolios based upon individual needs and risk tolerance. As an advanced planner, Mike is well versed on important issues such as estate plan construction, tax minimization and retirement income distribution strategies. Mike and his wife Erin live in SWFL with their two daughters Cayla and Payton.
- 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, 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.
- Boston University, Economics
- Senior Portfolio Manager
801 Laurel Oak Drive
Suite 500
Naples, FL 34108

michael.rhodes@ubs.com

Michael Julian Rhodes

801 Laurel Oak Drive,Naples,FL,34108
David Michael Watts

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VI
- WA
- WI
Dave joined UBS in their North Dallas office in 2012 as a Senior Vice President and Senior Portfolio Manager. He transitioned into the financial services industry in 1991 and discovered his passion as a family wealth advisor after a successful business career with Fortune 500 companies such as Baxter-Travenol, DuPont and Johnson and Johnson. Dave is a Summa Cum laude graduate of the University of San Francisco. He completed the Senior Financial Advisor's Program in 2003 at the University of Pennsylvania's Wharton School of Business. He also completed the advanced portfolio management course taught at the University of Chicago's Booth School of Business in 2010.

In his spare time, Dave enjoys reading, tennis, juggling, volunteering, and spending time with friends and family. Dave and his wife Patty reside in Frisco, Texas.
- University of San Francisco
- University of Pennsylvania's Wharton School of Business
- Senior Portfolio Manager
7250 Dallas Parkway
Suite 1200
Plano, TX 75024

david.m.watts@ubs.com

David Michael Watts

7250 Dallas Parkway,Plano,TX,75024
Brandon Wilk

Vice President–Wealth Management

Financial Advisor
View bio
- AR
- AZ
- CA
- FL
- GA
- IA
- IL
- IN
- MI
- MT
- NC
- NJ
- NY
- PA
- SC
- TN
- TX
Brandon has been in the financial services industry since 2010, where he started working at a boutique investment bank on Wall Street in New York. He works with high net worth families and focuses on financial planning and asset and risk protection strategies. As part of Legacy Wealth Management he is responsible for business development, client relationship management and planning.
7250 Dallas Parkway
Suite 1200
Plano, TX 75024

brandon.wilk@ubs.com

Brandon Wilk

7250 Dallas Parkway,Plano,TX,75024
Dario Aguilar, CFP

Account Vice President

Financial Advisor
View bio
- AK
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VI
- WA
- WI
Dario handles all operational aspects for the Legacy Wealth Management Group. His goal is to exceed client expectations every day with the understanding that attention to detail is critically important. Dario has over 10 years of experience and holds his series 7 and 66 licenses. He graduated from the University of North Texas in 2003 and recently completed course work at Southern Methodist University to obtain a Certified Financial Planner designation in late 2014. Dario and his wife Sharon reside in McKinney, Texas with their children Abigail, Tabitha, Luke, Aaron, and Hannah.
- University of North Texas
- Southern Methodist University
- CERTIFIED FINANCIAL PLANNER®
7250 Dallas Parkway
Suite 1200
Plano, TX 75024

dario.aguilar@ubs.com

Dario Aguilar, CFP

7250 Dallas Parkway,Plano,TX,75024

Michael Julian Rhodes

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VI
- WA
- WI
- WV
Mike has been advising clients in financial matters for over 20 years with experience at Merrill Lynch, Morgan Stanley and currently UBS Financial Services Inc. He is originally from Boston, MA and has a degree in Economics from Boston University. As a Senior Portfolio Manager, he designs personalized client portfolios based upon individual needs and risk tolerance. As an advanced planner, Mike is well versed on important issues such as estate plan construction, tax minimization and retirement income distribution strategies. Mike and his wife Erin live in SWFL with their two daughters Cayla and Payton.
- 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, 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.
- Boston University, Economics
- Senior Portfolio Manager
801 Laurel Oak Drive
Suite 500
Naples, FL 34108

michael.rhodes@ubs.com

Michael Julian Rhodes

801 Laurel Oak Drive,Naples,FL,34108
David Michael Watts

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VI
- WA
- WI
Dave joined UBS in their North Dallas office in 2012 as a Senior Vice President and Senior Portfolio Manager. He transitioned into the financial services industry in 1991 and discovered his passion as a family wealth advisor after a successful business career with Fortune 500 companies such as Baxter-Travenol, DuPont and Johnson and Johnson. Dave is a Summa Cum laude graduate of the University of San Francisco. He completed the Senior Financial Advisor's Program in 2003 at the University of Pennsylvania's Wharton School of Business. He also completed the advanced portfolio management course taught at the University of Chicago's Booth School of Business in 2010.

In his spare time, Dave enjoys reading, tennis, juggling, volunteering, and spending time with friends and family. Dave and his wife Patty reside in Frisco, Texas.
- University of San Francisco
- University of Pennsylvania's Wharton School of Business
- Senior Portfolio Manager
7250 Dallas Parkway
Suite 1200
Plano, TX 75024

david.m.watts@ubs.com

David Michael Watts

7250 Dallas Parkway,Plano,TX,75024
Brandon Wilk

Vice President–Wealth Management

Financial Advisor
View bio
- AR
- AZ
- CA
- FL
- GA
- IA
- IL
- IN
- MI
- MT
- NC
- NJ
- NY
- PA
- SC
- TN
- TX
Brandon has been in the financial services industry since 2010, where he started working at a boutique investment bank on Wall Street in New York. He works with high net worth families and focuses on financial planning and asset and risk protection strategies. As part of Legacy Wealth Management he is responsible for business development, client relationship management and planning.
7250 Dallas Parkway
Suite 1200
Plano, TX 75024

brandon.wilk@ubs.com

Brandon Wilk

7250 Dallas Parkway,Plano,TX,75024
Dario Aguilar, CFP

Account Vice President

Financial Advisor
View bio
- AK
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VI
- WA
- WI
Dario handles all operational aspects for the Legacy Wealth Management Group. His goal is to exceed client expectations every day with the understanding that attention to detail is critically important. Dario has over 10 years of experience and holds his series 7 and 66 licenses. He graduated from the University of North Texas in 2003 and recently completed course work at Southern Methodist University to obtain a Certified Financial Planner designation in late 2014. Dario and his wife Sharon reside in McKinney, Texas with their children Abigail, Tabitha, Luke, Aaron, and Hannah.
- University of North Texas
- Southern Methodist University
- CERTIFIED FINANCIAL PLANNER®
7250 Dallas Parkway
Suite 1200
Plano, TX 75024

dario.aguilar@ubs.com

Dario Aguilar, CFP

7250 Dallas Parkway,Plano,TX,75024

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

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A leading global wealth manager

UBS ElectionWatch

Election day is over. Now what?

Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future?

Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.

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^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

The right path toward retirement

Pursuing your goals together

Michael Julian Rhodes

David Michael Watts

Brandon Wilk

Dario Aguilar, CFP