BUTLER FINANCIAL - Key Persons

Dan Butler began in the securities industry in 1989 and joined Raymond James Financial Services, Inc. in 1994. Dan focuses on his personalized design of individual financial plans using asset allocation modeling, cash flow analysis, and risk tolerance profiles to assist high-net-worth individuals in the formulation of a customized plan designed to endure multiple financial cycles. He often works with corporate executives in assisting them with planning for exercising non-qualified (NQO) and incentive stock options (ISO). He is in the National Center for Employee Ownership resource guide as a consultant. Dan conducts educational seminars on long-term financial planning, retirement planning, stock options, and insurance planning. Dan is a graduate of West Chester University. He and his family reside in West Chester and he remains active in church, educational and local volunteering efforts.

Mike began his career as an educator following graduation from the University of Delaware. He later obtained his Master's Degree in Education from Wilmington University. After working in the Delaware public school system for 5 years as a teacher; he changed career paths and became a licensed financial advisor. He continues to educate, but now to educators themselves. Mike has developed presentations designed to instruct individuals about investments and planning strategies, and to keep his existing clients informed of our rapidly changing industry, diminishing pensions, and changes in social security.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Butler Financial, LTD is not a registered broker/dealer, and is independent of Raymond James Financial Services.

Renée provides quality client services with many years of experience. She is able to assist with all questions and concerns pertaining to client statements, account transfers, paperwork, money movement, and any other service-related matter. She is also the primary point of contact for scheduling meetings with Dan. She supports our team with the design, implementation and improvement of Raymond James processes and systems that will further assist in effective account management.