← Meet the Team
Keith Butler, JD
Senior Wealth Manager
Keith Butler is a Senior Wealth Manager at Annex Wealth Management.
As a Senior Wealth Manager, Keith meets with prospective clients, working to secure the client relationship and then oversee those relationships for the long-term. Wealth managers conduct initial portfolio reviews with prospects and clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Financial Planning team; and engages in business development to deliver results.
Keith was a practicing attorney for over 25 years, focusing on estate planning, probate, general business, business succession planning, and transactional work. After leaving private practice, Keith worked in the private wealth management area of a large bank for over eight years, serving as a Trust Officer and Wealth Trust Advisor.
Keith holds both a Bachelor of Business Administration degree (graduation with distinction) and a Juris Doctor (cum laude) from the University of Wisconsin-Madison. He also holds a Uniform Investment Advisor Law (Series 65) license with Annex Wealth Management.
Keith lives in Germantown with his wife, Linda. He has three adult stepchildren, Josh, Meghan and Sarah, and seven grandchildren.
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After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.
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