UBS Hires Financial Advisor Denise Meulebrouck in Birmingham, MI

Rhea-AI Summary

UBS Wealth Management USA has announced the appointment of Denise Meulebrouck as Financial Advisor in Birmingham, Michigan. With over 27 years of wealth management experience, Meulebrouck joins the BLS Meulebrouck Wealth Management Group at UBS, a 12-person advisor team. She specializes in creating customized financial strategies for retirees, divorcees, and widowers, as well as managing corporate retirement plans. Previously at Merrill since 1997, she holds CDFA®, CRPC™, and C(k)P® designations, and brings expertise in treasury analysis from her time at Lear

Positive

• Strategic hire brings 27 years of wealth management experience
• Strengthens UBS's presence in Michigan market
• Adds expertise in specialized client segments (retirees, divorcees, widowers)
• Brings corporate retirement plan management capabilities

Negative

• None.

BIRMINGHAM, Mich.--(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).

https://www.ubs.com

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Media Contact:

Christina Aquilina

Christina.aquilina@ubs.com

Source: UBS

FAQ

When did Denise Meulebrouck join UBS Wealth Management USA?

Denise Meulebrouck recently joined UBS Wealth Management USA as a Financial Advisor in Birmingham, Michigan.

What is Denise Meulebrouck's role at UBS?

Denise Meulebrouck joined as a Financial Advisor and is part of the 12-person BLS Meulebrouck Wealth Management Group at UBS.

What experience does Denise Meulebrouck bring to UBS?

She brings over 27 years of wealth management experience, including working at Merrill since 1997 and four years as a treasury analyst at Lear

What professional certifications does Denise Meulebrouck hold at UBS?

She holds the Certified Divorce Financial Analyst (CDFA®), Chartered Retirement Planning Counselor™ (CRPC™), and Certified 401(k) Professional (C(k)P®) designations.