Lasting relationships. For all that matters

The-Watts-Group

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Three generations on beach

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.

  •  David-Michael-Watts

    David 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 2012 as a Senior Vice President - Wealth Management 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. Dave currently lives in Frisco, Texas with his wife Patty and enjoys tennis, golf, exercising, reading, juggling, traveling, and dinner with friends.

      • University of San Francisco
      • University of Pennsylvania's Wharton School of Business
      • Senior Portfolio Manager
      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 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 five children. In his spare time he enjoys golf and hunting.

        • University of North Texas
        • Southern Methodist University
        • CERTIFIED FINANCIAL PLANNER™
        7250 Dallas Parkway
        Suite 1200
        Plano, TX 75024
      • Laura-Retta

        Laura Retta

        Senior Client Associate

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        • FL
        • TX

        Laura joined UBS Financial Services in 2002 supporting the Regional Management team and transitioned to the Client Service Associate role in 2016. She is dedicated to delivering exceptional service and fostering deep client relationships.

         Laura earned a B.A. degree from the University of Houston in 2001 and spent the first 6 years of her career in the wireless industry. She resides in Plano, Texas with her husband and two children. She is passionate about community volunteerism and has served in various PTA executive board positions. In her spare time she enjoys yoga, cycling, gardening, and reading.

          • University of Houston, B.A.
            7250 Dallas Parkway
            Suite 1200
            Plano, TX 75024

          The Year Ahead - Sustainable Investing

          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