Retirement planning. It's about time.

The-Watts/Wilk-Group

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.

Three generations in front yard

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 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

    David 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. 

    For more than 25 years, Dave has been earning the trust of his clients with a unified approach to wealth management. As the founding member of The Watts/Wilk Group, Dave serves primarily high net individuals and families with comprehensive wealth planning and asset allocation strategies. Dave has broad experience in investment research and management as well as single stock concentration issues, hedging and trust and estate planning.

    Dave is 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.

      • 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 handles all operational aspects for The Watts/Wilk Group. He also works closely with clients in developing a customized financial plan which is monitored in an ongoing process. His goal is to exceed client expectations every day with the understanding that attention to detail is critically important.

      In 2013 he graduated from Southern Methodist University with a certificate in Financial Planning and in 2015 Dario earned the CERTIFIED FINANCIAL PLANNER™ designation. 

      Dario lives in McKinney, TX with his wife and four children. In his spare time he enjoys golf and hunting. 

        • 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 is passionate about giving back to the community through volunteerism.

         

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

          The circular economy: What is it?

          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.

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          $2.8 trillion

          In invested assets globally 
          As of 06/30/2022

          51 countries

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