David G Butler

Key Private Bank - Relationship Manager, Vice President @Key Wealth

Portland, ME, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Nov 2022 — Present

Key Private Bank - Relationship Manager, Vice President @Key Wealth

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Portland, ME, US

As a Key Private Bank Relationship Manager with Key Wealth, it is my role to provide comprehensive wealth management services to my clients. I work with individuals, families, businesses and non-profit clients. I provide professional investment management, trust and estate planning, customized banking and credit services, financial planning, and risk management strategies. Every one of my clients is unique, and so is their financial plan, strategy and goals. I am detail oriented, dedicated and take a proactive approach to every situation, leveraging our well tenured team of field experts and extensive resources to ensure a positive well thought out strategy and outcome. Key Wealth / Key Private Bank is a leading wealth management firm providing solutions and advice for high-net worth and ultra-high-net worth clients, including wealth advisory, investment management, trust administration, customized credit, family office and private banking services.We operate under the fiduciary standard of care - the highest in the industry. Our values are aligned to do what is in the best interest of our clients.

ABOUT DAVID G BUTLER

Private banking and wealth management professional focused on HNW and UHNW client…

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David G Butler — Key Private Bank - Relationship Manager, Vice President at Key Wealth in Portland, ME, US | Unifers