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The Otto Group welcomes John Ploschek to wealth management team

Ploschek brings 36 years of wealth management and investment research experience to his role as Director of Wealth Services

John Ploschek, the new Director of Wealth Services for The Otto Group
John Ploschek, the new Director of Wealth Services for The Otto Group (Provided photo/The Otto Group)

In response to its continued upward growth trajectory, The Otto Group – a wealth management firm that provides holistic and advanced planning solutions to a select group of families, individuals, and business owners – has recently hired John Ploschek as its new Director of Wealth Services. In this role, he will be responsible for coordinating the delivery of fiduciary wealth management solutions and investment research for The Otto Group.

In synergy with The Otto Group's team of professionals, Ploschek's key focus is to balance client goals and objectives with risk management and portfolio due diligence for high-net-worth individuals and families. Given his vast experience and collaborative skills, Ploschek has quickly integrated within the practice and is working alongside clients in all components of portfolio management, risk mitigation, and The Otto Group's full advanced planning offering.

Ploschek has over 36 years of fiduciary wealth management experience. Previous roles include 23 years as a Senior Portfolio Manager with a top regional bank in the Private Wealth Management department and, more recently, nearly 13 years as a Senior Portfolio Manager for a Registered Investment Advisor based in Lakewood Ranch, FL. He graduated from the Warrington College of Business at The University of Florida with a BSBA (Bachelor of Science in Business Administration), with a concentration in Finance.

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"To navigate through this perpetually changing and complex economic environment, our wealth management team collaborates to develop and deliver beneficial planning solutions for our diverse client base. We seamlessly leverage the collective experience and knowledge of our team, and custom tailor solutions specific to each client relationship," said Matthew J. Otto, Managing Director and Partner for The Otto Group. "We are thrilled to welcome someone like John to the team: he not only brings distinctive wealth management knowledge and experience to the table but is also the perfect fit for our client-first culture."

For more about The Otto Group, visit theottogroupathightower.com.

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ABOUT THE OTTO GROUP
The Otto Group is a wealth management advisory practice founded by Matthew J. Otto. With locations in Sarasota, Florida and Vail, Colorado, the practice provides holistic wealth management solutions to a select group of families, individuals and business owners. The team has an average of 20 years of industry experience and prides itself on its wealth management formula that blends investment consulting, advanced planning and relationship management. All members of The Otto Group are fiduciaries, placing the interests of their clients first. The Otto Group is supported by Hightower Advisors, LLC and Hightower Securities, LLC. Learn more about The Otto Group by visiting theottogroupathightower.com.

ABOUT HIGHTOWER ADVISORS
Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of “well-th. rebalanced.” Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA). Learn more about Hightower’s collaborative business model at www.hightoweradvisors.com.

Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

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