$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
Account Vice President
Financial Advisor
Dario joined UBS in July 2012 and brings over 12 years of Financial Services experience working with high net worth and ultra-high net worth clientele. Dario offers a wealth of experience in retirement planning, estate planning strategies and 10b5-1 executive sales plans.
In 2013 he graduated from Southern Methodist University with a certificate in Financial Planning and in 2015 Dario earned the CERTIFIED FINANCIAL PLANNER™ designation, awarded by the Certified Financial Planner Board of Standards. Dario is a 2003 graduate of the University of North Texas.
Dario lives in McKinney, Texas with his wife and four children. In his spare time he enjoys golf and hunting.
Education
Credentials
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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