The Otto Group
“We are passionate and grateful to serve our clients and community at the highest level; that is how we define The Good Life”.
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efining “The Good Life” means different things to different people. It may be the greater good such as helping others, it may be traveling, it can be activities such as tennis or golf or yachting. Regardless of how you define your goals and ambitions, Matt Otto, CFP®, SVP, Private Financial Advisor with SunTrust Investment Services, Inc., and his well experienced team understand that the proper financial preparation is paramount in realizing and protecting what’s most important to you.
The Otto Group Matthew Otto, CFP®
SVP, Private Financial Advisor SunTrust Investment Services, Inc. SunTrust Private Wealth Management
1777 M ain St., 7th Floor With over 120 years of combined experience, The Otto Group offers high net worth investors a distinctive approach to comprehensive asset management. “We define wealth management vis-à-vis a unique formula: Investment Consulting + Advanced Planning + Relationship Management,” said Matt. All advisors practice investment consulting, some better than others. “We believe additional value is created through our advanced planning offerings which range from estate strategies and asset protection to softer items such as health and wellness and various concierge services,” Matt explained.
Sarasota , FL 34236 941.951.3052 matthew.otto @ suntrust.com suntrust.com /wealth
“Of the 450,000 people that call themselves wealth managers, only about four percent apply the advanced planning component — which is the component that adds tremendous value and that we take a great deal of pride in offering,” Matt said. Investment and Insurance Products: •Are not FDIC or any other Government Agency Insured • Are not Bank Guaranteed •May Lose Value SunTrust Private Wealth Management is a marketing name used by SunTrust Banks, Inc. and the following affiliates: Banking and trust products and services, including investment advisory products and services, are provided by SunTrust Bank. Securities, insurance (including annuities) and other investment products and services are offered by SunTrust Investment Services, Inc., an SEC registered investment adviser and broker-dealer, member FINRA, SIPC, and a licensed insurance agency.
Left to Right: Nicole Penland, Karen Rivot, Matt Otto, Angelo Lombardo & Kelly Christiansen