Denise Meulebrouck Joins UBS Wealth Management as Advisor
Denise Meulebrouck Joins UBS Wealth Management
UBS Wealth Management USA has announced an exciting addition to its team. Denise Meulebrouck has come on board as a Financial Advisor, bringing over 27 years of wealth management expertise to bolster the company's advisory capabilities. As she steps into her new role, Denise will collaborate with her colleagues at the BLS Meulebrouck Wealth Management Group.
The Impact of Her Experience
Denise's extensive background in financial planning positions her as an invaluable asset to UBS. Her wealth management journey began in 1997 at Merrill, following a four-year tenure as a treasury analyst at Lear Corporation. This diverse experience allows her to craft tailored strategies that resonate with each client's unique financial needs.
Personalized Client Solutions
Denise is known for her commitment to client success, a sentiment echoed by Geoffrey Centner, the Market Director at UBS. He emphasized, "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.” Her dedication to fostering meaningful client relationships is expected to strengthen UBS's position as a premier provider of financial advice.
Commitment to Client Relationships
Jon Ramey, Ohio Indy Michigan Market Executive at UBS, also expressed confidence in Denise's ability to serve clients effectively. He referred to her history of cultivating lasting relationships, which he believes aligns perfectly with UBS's mission. This synergy will undoubtedly lead to robust support for clients navigating various financial landscapes.
Focus on Corporate Retirement Plans
In addition to her wealth management clients, Denise is dedicated to enhancing corporate retirement plans. Here, she works closely with plan sponsors to understand their objectives, crafting custom plans that support both company profitability and fiduciary responsibilities. Her analytical prowess allows clients to achieve their financial visions.
Rich Professional Background
A lifelong resident of the Detroit area, Denise graduated with a bachelor's degree in finance from Wayne State University. Her educational background, combined with the prestigious certifications she holds—including Certified Divorce Financial Analyst (CDFA), Chartered Retirement Planning Counselor (CRPC), and Certified 401(k) Professional (C(k)P)—underscores her professional credibility.
Personal Life and Interests
Outside of her professional pursuits, Denise finds joy in family life with her husband and their seven children residing in Rochester Hills. When she isn't assisting clients in solving financial puzzles, Denise enjoys skiing, running, and practicing pilates. Her love for travel also expands her horizons beyond finance.
About UBS Wealth Management
UBS is a globally recognized wealth manager and universal bank based in Switzerland. The firm provides comprehensive asset management solutions and investment banking services. Following its acquisition of Credit Suisse, UBS successfully manages $5.5 trillion in invested assets as of the second quarter of 2023. With a presence in more than 50 markets worldwide, UBS is committed to helping clients reach their financial goals through personalized advice and innovative solutions.
Frequently Asked Questions
What is Denise Meulebrouck's role at UBS?
Denise Meulebrouck is a Financial Advisor at UBS Wealth Management USA, bringing over 27 years of experience in wealth management.
Where did Denise start her career?
Denise began her career at Merrill in 1997 after working as a treasury analyst at Lear Corporation.
What services does she offer at UBS?
Denise provides personalized financial planning services, focusing on corporate retirement plans and individual wealth management strategies.
What professional credentials does Denise hold?
Denise holds several important credentials, including CDFA, CRPC, and C(k)P, showcasing her expertise in financial planning.
What are Denise's personal interests?
In her personal life, Denise enjoys skiing, running, pilates, and traveling with her family.
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