With more than 50 years of collective financial services industry experience, The Buetel Wealth Management Group has been helping individuals and their families as well as other successful professionals preserve, build and transfer their wealth using a process that builds an investment strategy on a solid foundation of financial goals and objectives.
We are here to provide quality strategies customized to your needs—and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions and extensive wealth management experience.
Brian Charles Buetel, CPWA®
As the founding member of The Buetel Wealth Management Group at UBS in 2017, Brian brings over three decades of experience to his clients from a career that began at Merrill Lynch in 1984.
Brian's focus is on developing and implementing innovative and customized financial strategies for a diverse group of affluent individuals, their families and businesses, as well as, understanding the unique needs of professional athletes.
Brian brings over 34 years of specialized experience in complex investment, estate planning and financing knowledge as well as concentrated stock, private business succession and transition planning.
Brian is a Portfolio Manager in the Portfolio Manager Program at UBS. In 2014, he was recognized by Barron's as "One of America's Top 1200 Advisors". Brian is active in various charitable organizations in Palm Beach County and is a graduate of Palm Beach Atlantic University.
Brian and his wife Sonia reside in Delray Beach, Florida along with their daughter.
AL, AZ, CA, CT, FL, GA, IL, MA, MD, NC, NJ, NM, NV, NY, OH, PA, TN, TX
Cameron began his wealth management career in 2013, working closely with the other members of the team. Prior to joining UBS Financial Services, Inc., Cameron was a Financial Advisor with Merrill Lynch.
Cameron is a CERTIFIED FINANCIAL PLANNERTM. He is primarily responsible for client service and business development. Cameron works closely with partners across the firm to address the needs of closely-held businesses, including business financing, tailored lending, concentrated equity positions, and investment banking services through our boutique network of middle-market investment banks. He assists business owners and professional athletes in translating sound financial decision making into life-long success.
Cameron is an avid fisherman and sports fan. He resides in Wellington, FL with his wife, Cecilia, and their daughter.
AL, AZ, CA, CT, FL, GA, MA, MD, NC, NJ, NM, NV, NY, OH, PA, TN, TX
Eileen has worked with the members of The Buetel Wealth Management Group since 2000 and has over 28 years of experience in the financial services industry. Eileen is responsible for account maintenance, team administration and providing clients with a high level of service. She earned a certificate in Business Administration from Krissler Business Institute and holds FINRA Series 7, 66 licenses. Eileen, her husband, and their daughter live in Coconut Creek, FL.
AL, AZ, CA, FL, GA, MD, NC, NJ, NY, OH, PA
Robbye has worked with The Buetel Wealth Management Group since 2007 and has over 23 years of experience in the financial services industry. Robbye is responsible for account maintenance, relationship building and providing clients with a high level of service. She holds FINRA Series 7 and Series 66 licenses. Robbye currently resides in Boca Raton, Florida with Carlos, her husband of 25 years.
AL, AZ, FL, NJ, NY