Dennis Butner, a Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management, brings over two decades of experience in real estate and finance to his role. A proud graduate of Arizona State University, Dennis has been instrumental in shaping the financial futures of...
Dennis Butner, a Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management, brings over two decades of experience in real estate and finance to his role. A proud graduate of Arizona State University, Dennis has been instrumental in shaping the financial futures of high net worth individuals, retirees, and families since joining Merrill Lynch in 2010. As part of the Ulrich and Butner Group, he specializes in wealth and estate management, small business management, and 401(k) services, leveraging the robust Merrill platforms to craft personalized financial strategies that align with his clients' unique goals.
Dennis's expertise lies in portfolio management, where he meticulously analyzes market trends and investment opportunities to optimize asset allocation for his clients. His approach emphasizes wealth growth and asset preservation, ensuring that clients not only achieve their financial objectives but also secure their legacies for future generations. In addition to individual wealth management, Dennis is passionate about working with charitable organizations and business owners, helping them navigate complex financial landscapes while maximizing their philanthropic impact.
The Ulrich and Butner Group is committed to a mission of holistic financial stewardship, focusing on tailored strategies that reflect the values and aspirations of each client. Dennis’s dedication to building long-term relationships, combined with his deep understanding of the financial markets, positions him as a trusted advisor in the ever-evolving landscape of wealth management. Through his guidance, clients can confidently pursue their financial ambitions, knowing they have a seasoned professional advocating for their best interests.
