The right path toward retirement

Grandmother on laptop

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.

Road

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

    Michael Julian Rhodes

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • NC
    • NE
    • NH
    • NJ
    • NV
    • NY
    • OH
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • 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. 

    • Forbes Best-in-State Wealth Advisors, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 

    • Boston University, Economics
    • Senior Portfolio Manager
    7950 Summerlin Lakes Drive
    Suite 1
    Fort Myers, FL 33907
  •  David Watts

    David Michael Watts

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • NC
    • NE
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV

    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
    • Brandon Richard Wilk

      Brandon Wilk

      Vice President–Wealth Management

      Financial Advisor

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      • AR
      • AZ
      • CA
      • CO
      • CT
      • DE
      • FL
      • GA
      • IA
      • IL
      • IN
      • LA
      • MA
      • MD
      • MI
      • MN
      • MO
      • NC
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OK
      • PA
      • SC
      • TN
      • TX
      • WA

      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
          •  Dario Aguilar

            Dario Aguilar, CFP

            Account Vice President

            Financial Advisor

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            • AZ
            • CA
            • CO
            • CT
            • DC
            • DE
            • FL
            • GA
            • HI
            • IA
            • IL
            • IN
            • KS
            • KY
            • LA
            • MA
            • MD
            • ME
            • MI
            • MN
            • MO
            • NC
            • NE
            • NH
            • NJ
            • NV
            • NY
            • OH
            • OR
            • PA
            • RI
            • SC
            • TN
            • TX
            • UT
            • VA
            • VI
            • VT
            • WA
            • WI
            • WV

            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

            What did the Fed say?

            Retirement planning

            Retirement planning

            Multigenerational planning

            Multigenerational planning

            Legacy—Wealth for others

            For needs that go beyond your own—to help you improve the lives of others

            What will your legacy be?
            It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

            Learn more at ubs.com/wealthway.

            Backed by the strength of UBS

            A global leader in wealth management

            $2.8 trillion

            In invested assets globally 
            As of 06/30/2022

            51 countries

            Our global footprint

            Global leader

            UBS is a world-leading wealth manager

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