David M. Watts
About David M. Watts
David M. Watts serves as the Senior Vice President of Wealth Management at UBS Financial Services Inc, where he has worked since 2012. He has a strong background in finance, having transitioned into the industry in 1991 after a successful career with major corporations and holds advanced degrees from prestigious institutions.
Work at UBS
David M. Watts has been serving as the Senior Vice President in Wealth Management at UBS Financial Services Inc since 2012. In this role, he provides a comprehensive investment and planning approach that addresses complex client needs. His expertise includes investment strategies, retirement planning, education funding, health considerations, estate planning, tax strategies, and wealth transfer. His tenure at UBS spans over 12 years, during which he has contributed to the firm's reputation for delivering tailored financial solutions.
Education and Expertise
David M. Watts graduated Summa Cum Laude from the University of San Francisco. He completed the Senior Financial Advisor's Program at the University of Pennsylvania's Wharton School of Business in 2003. Additionally, he finished an advanced portfolio management course at the University of Chicago's Booth School of Business in 2010. His educational background equips him with the knowledge and skills necessary for effective wealth management and financial advising.
Background in Financial Services
David M. Watts transitioned into the financial services industry in 1991 after a successful career in business with Fortune 500 companies, including Baxter-Travenol, DuPont, and Johnson & Johnson. His extensive experience in both corporate environments and financial services has shaped his approach to wealth management, allowing him to address the diverse needs of his clients effectively.
Professional Development
Throughout his career, David M. Watts has pursued professional development opportunities to enhance his expertise in wealth management. His completion of advanced courses at prestigious institutions such as the University of Chicago and the Wharton School of Business reflects his commitment to continuous learning and staying updated with industry best practices.
Personal Interests
David M. Watts enjoys a variety of hobbies that include tennis, golf, exercising, reading, juggling, traveling, and dining with friends. These interests reflect a well-rounded lifestyle and contribute to his ability to connect with clients on a personal level.