UBS Hires Financial Advisor Denise Meulebrouck in Birmingham, MI
31 Outubro 2024 - 1:46PM
Business Wire
UBS Wealth Management USA today announced that Denise
Meulebrouck has joined the firm as a Financial Advisor based in
Birmingham, Michigan. She brings more than 27 years of wealth
management experience and will join the 12-person advisor team, BLS
Meulebrouck Wealth Management Group at UBS.
“Denise has extensive experience in financial planning and a
long-standing commitment to client success,” said Geoffrey Centner,
Market Director at UBS Wealth Management USA. “We are thrilled to
welcome her to UBS, and look forward to having her help us enhance
our ability to provide innovative, personalized solutions for our
clients’ financial futures.”
“On behalf of our entire leadership team, we are proud to
welcome Denise to UBS,” said Jon Ramey, Ohio Indy Michigan Market
Executive at UBS Wealth Management USA. “Her commitment and success
in cultivating lasting, meaningful client relationships will help
strengthen our ability to provide best-in-class advice and
solutions to clients across Michigan and beyond.”
Denise began her career at Merrill in 1997 after working for
four years as a treasury analyst for Lear Corporation. She applies
her extensive professional experience and talent for analysis and
research to create customized strategies to address each
individual’s unique set of goals and concerns. Denise deeply values
the significant impact she has on the financial lives of her
clients, including retirees, divorcees and widowers. In her work
with corporate retirement plans, she works to define plan sponsors’
most important objectives and design custom plans to help enhance
their companies’ profitability and fulfill their fiduciary
roles.
A lifelong resident of the Detroit area, Denise earned her
bachelor’s degree in finance from Wayne State University. She holds
the Certified Divorce Financial Analyst (CDFA®), Chartered
Retirement Planning Counselor™ (CRPC™) and Certified 401(k)
Professional (C(k)P®) designations. Denise and her husband reside
in Rochester Hills with their seven children. In her free time, she
enjoys skiing, running, pilates and traveling.
Notes to Editors
About UBS
UBS is a leading and truly global wealth manager and the leading
universal bank in Switzerland. It also provides diversified asset
management solutions and focused investment banking capabilities.
With the acquisition of Credit Suisse, UBS manages 5.5 trillion
dollars of invested assets as per second quarter 2023. UBS helps
clients achieve their financial goals through personalized advice,
solutions and products. Headquartered in Zurich, Switzerland, the
firm is operating in more than 50 markets around the globe. UBS
Group shares are listed on the SIX Swiss Exchange and the New York
Stock Exchange (NYSE).
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Media Contact: Christina Aquilina
Christina.aquilina@ubs.com
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