The Otto Group Welcomes John Ploschek to Wealth Management Team

March 1, 2024 – Sarasota

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, Fla. 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.

“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.