Experience

Kevin Butler joined UBS Wealth Management in 2021 after spending 16 years at Merrill Lynch Wealth Management where he served as a Senior Vice President and Resident Director.  His move to UBS allows he and his team to solely focus on helping clients achieve their financial goals and provide sound advice to their families.

Kevin received his Bachelors and Masters degrees from The University of Michigan and continues his passion for education with various credentials.  Kevin is a Certified Private Wealth Advisor®, Certified Investment Management Analyst®, Chartered Retirement Planning Counselor® and holds the primary role of serving as PMP Portfolio Manager for clients.  He is currently working on his Chartered Retirement Planning Specialist® and Certified Exit Planner® designations for continued dedication in serving clients.

Kevin grew up with a father who was a certified public accountant and mother who was a teacher that taught him the value of education, business and good work ethic.  He understands how clients think and feel about money—particularly the work it takes to accumulate, and the importance of planning and investing for retirement. His clients can count on him to be a compassionate listener skilled in balancing empathy with disciplined investment advice and counsel, all the while bringing in the full resources of UBS.

Kevin and his wife Stephanie live in Grosse Pointe and have two wonderful children, Madison and Brooks.  Kevin enjoys spending time outdoors with his family, playing golf and bowling.  He is an active member at the Detroit Athletic Club.  He and his wife are actively involved in the Grosse Pointe communities and Kevin serves as a board member for The Grosse Pointe Theatre.

California Insurance License Number 4183888

My path to financial advisory is unique in the industry. Before being called back to my hometown of Detroit, MI, I was fortunate to have had a very successful career at a storied Global Macro hedge fund on the East Coast.  During my time there, I helped navigate over $1 billion in assets through twelve market corrections and three recessions.  That experience equipped me with a distinct perspective that allows me to effectively address the issues that impact my clients. 

I relentlessly seek knowledge to stay equipped to address the issues that impact my clients. I have been distinguished with the Chartered Financial Analyst (CFA) designation which requires me to always act in a fiduciary capacity for my clients. The CFA credential is the most respected and recognized investment designation in the world. 

My practice focuses on working closely with ultra-affluent individuals and families, helping them streamline the complexities and capitalize on the opportunities of substantial wealth. I limit the size of my practice to 50 families to ensure exceptional service is delivered. You will always be connected to your money when working with me.

Whether we‘re discussing risk, performance or an investment strategy, our conversations will always be straightforward so you can clearly understand our approach and the reasoning behind our recommendations.

In addition to building deep relationships with my clients, I enjoy investing time with my wife, Jill, and our two children, Sloane and Gavin, at our home in Grosse Pointe Farms, MI. I am an active member of the Detroit Boat Club Crew, Detroit Athletic Club and CFA Society of Detroit. 

California Insurance License 4069751

Danielle joins Cornerstone Wealth Management and UBS from PNC Bank, where as a Relationship Manager she developed extensive professional experience in business operations, strategy, and executive communication. Passionate about the customer experience, she is adept in leveraging business and financial insight to drive growth and organizational success.

Danielle earned her Bachelor of Arts from Kalamazoo College, and completed her Masters of Business Administration from the Farmers School of Business at Miami University (OH). She lives in Grosse Pointe Park, and outside of work is actively involved with the Grosse Pointe Theatre. You can often catch her singing, dancing & acting in a musical production!

As a UBS Financial Advisor, Brandon has in-depth training and knowledge of UBS wealth management solutions to help clients pursue their goals. He understands that each client is different—from a new investor to one with years of experience—and personalizes an approach to meet the client’s needs. Brandon focuses on clearly laying out options and offers straightforward advice and guidance. He provides access to comprehensive financial plans around topics like retirement and legacy planning to help clients focus on what’s really important to them.

Brandon began his career at UBS with The Witover Group in New York City before transitioning to the UBS Wealth Advice Center as a Financial Advisor in 2020. Brandon specializes in wealth management strategies that include cash management, advisory solutions, legacy planning, mutual fund analysis and portfolio recommendations. He is proficient in delivering in-depth retirement planning and utilizing financial goal analysis to help his clients achieve their lifelong goals.