Matthew Otto, aif®, cfp® Why did you choose your profession? I am passionate about helping others grow and protect their legacies. Many of my clients have worked their entire lives to overcome financial adversity and build better futures for themselves and their families—I am honored to be entrusted with the management of their wealth and all that it makes possible.
What are your practice’s core values? Trust, transparency, communication and deep client-advisor relationships. My team and I value each of our clients as individuals, and we appreciate that they have different needs. We believe successful financial plans are customized per each client’s objectives and enhanced with a commitment to personal service.
What are some essential elements of an excellent client experience? The hallmark of excellent service is an uncompromising focus on the client. Excellent service is rooted in the understanding that a client’s financial needs often extend beyond a trade or investment consultation. The ability to anticipate these needs and proactively service them is what makes a client experience truly memorable.
Matthew Otto, AIF®, CFP® Managing Director, Partner
1605 Main Street, Suite 900 Sarasota, FL 34236 (941) 203-7200 hightoweradvisors.com/otto
Financial confidence and security should not be considered a luxury. We believe in empowering investors with knowledge and building portfolios that help them realize their dreams.
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