A plan for today, tomorrow and generations to come

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Architect at drawing table

David Michael Watts

Senior Vice President–Wealth Management

Financial Advisor

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 and his team offer a comprehensive and detailed investment and planning approach to their clients' complex needs which include: investment, retirement, education, health, estate, and tax, and wealth transfer strategies.

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.

Registered States:
  • 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
  • VA
  • VI
  • WA
  • WI


  • University of San Francisco
  • University of Pennsylvania's Wharton School of Business


  • Senior Portfolio Manager
7250 Dallas Parkway
Suite 1200
Plano, TX 75024
  • (469) 440-0526

Email Me

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