Why We’re Different

Our team treats you like family because we care what happens to yours.

A dedicated team

A dedicated team of caring and trustworthy advisors is just the beginning of what makes Butler Financial different. Our team has amassed decades of experience helping clients achieve their goals in a breadth of industries.

Our experience

Our experience and size allows us to focus on a range of services designed to best aid you in wealth management, whether that is for crucial moves to enjoy retirement now or thoughtful preparation to protect the future.

Our Team

Daniel E. Butler, CFP®
  • Role/Position: Branch Manager, Butler Financial; Financial Advisor, RJFS
  • Years of Experience: 29
  • Did you know? Dan Butler began in the securities industry in 1989 and joined Raymond James Financial...
Robert E. Campbell, CLTC
  • Role/Position: Financial Advisor, RJFS
  • Years of Experience: 18
  • Did you know? Bob Campbell has been with Raymond James Financial Services since 2000. Prior to that, he was...
Jennifer L. Sonson, CFP®
  • Role/Position: Financial Advisor, RJFS
  • Years of Experience: 10
  • Did you know? Jennifer joined Raymond James Financial Services full-time in July, 2010 as an Administrative...
Michael L. Nichols, CFP®, A.I.F.
  • Role/Position: Financial Advisor, RJFS
  • Years of Experience: 7
  • Did you know? Mike Nichols is a new advisor to the team, beginning in April of 2016. Mike has spent the last...

Welcome

Julia Butler
This will be Julia’s third summer as a part-time administrative assistant and client service liaison. Julia is currently studying Kinesiology and Movement Science at Pennsylvania State University-University Park. She will be completing her undergraduate...

Our Processes

At Butler Financial, we understand there is more to people than just the numbers. We work to communicate simply and effectively to personalize our services to your financial needs and goals.

Our services cover every stage of life, from preparing for your child’s or grandchild’s education to planning for retirement. Whatever the milestone may be, we will be right there, ready to serve your needs.

  • How will your retirement unfold?
  • How can you strive to preserve and manage your hard-earned wealth?
  • Do you have enough to last?
  • Key questions form the foundation of honest, straightforward communication that ensures a strong plan.

Let’s Talk

Our relationship starts with an honest conversation. As we get to know you, we learn about your objectives, your perspective on risk and your liquidity needs. We then customize a plan to support your personal goals through professional investment management and strategic planning.

Create
Create

After a few conversations together, our advisors access high-caliber research and analysis to determine a plan that suits your financial objectives. We will provide our recommendations, grounded in years of experience, present an outline of the actions steps, and collaborate with you to define and reach your goals.

Implement
Implement

Our precise implementation process is made possible by honest and straightforward communication. Once you have settled on a plan you feel comfortable with, we put it into action by finding investment vehicles and services uniquely suited to your needs, goals and risk tolerance.

Manage
Manage

After establishing your plan, we continue to monitor its progress toward your objectives and ensure it keeps working for you through all of life’s changes. We stay abreast of what’s ahead, helping you remain equipped for the challenges of tomorrow.

Book for Financial Stability for life

True Wealth Is A Matter Of Deciding What You Want to Achieve With Your Capital And Ultimately Living Within Your Means.

- Daniel E. Butler, Author of Financial Stability for Life