UBS Wealth Management announced that Denise Meulebrouck has joined the firm as a Financial Advisor based in Birmingham, Michigan. She brings over 27 years of wealth management experience and will join the 12-person advisor team, BLS Meulebrouck Wealth Management Group at UBS.
Denise started her career at Merrill in 1997 after working for four years as a treasury analyst for Lear Corporation. And she applies her professional experience and talent for analysis and research to create customized strategies to address each individual’s unique goals and concerns.
Denise values her significant impact on her clients’ financial lives, including retirees, divorcees, and widowers. In her work with corporate retirement plans, she defines plan sponsors’ most essential objectives and designs custom plans to help enhance their companies’ profitability and fulfill their fiduciary roles.
As 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. And Denise and her husband reside in Rochester Hills with their seven children. In her free time, she enjoys skiing, running, pilates and traveling.
KEY QUOTES:
“Denise has extensive experience in financial planning and a long-standing commitment to client success. 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.”
– Geoffrey Centner, Market Director at UBS Wealth Management USA
“On behalf of our entire leadership team, we are proud to welcome Denise to UBS. 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.”
– Jon Ramey, Ohio Indy Michigan Market Executive at UBS Wealth Management USA
