Keith Butler

Keith Butler is a Senior Wealth Manager at Annex Wealth Management.

As a Senior Wealth Manager, Keith guides clients through every stage of their financial journey—overseeing the design, implementation, and ongoing monitoring of personalized wealth strategies. He provides objective, comprehensive advice rooted in each client’s goals and leads regular review meetings to ensure their plan stays aligned with life’s changes and opportunities.

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.