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$6 trn
UBS Group invested assets
As of 12/31/2024
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.
Senior Vice President–Wealth Management
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
Senior Vice President–Wealth Management
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
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
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