Experience That inspires confidence

Dario Aguilar, CFP®

Financial Advisor
CERTIFIED FINANCIAL PLANNER™
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469-440-0524

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Dario Aguilar 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, 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.

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

 


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


Laura L. Retta

Senior Client Service Associate
469-440-0530

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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.


Registered States:
FL, TX