Senior Vice President–Wealth Management
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.
Account Vice President
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.
Client Associate Senior
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.