Managing Director
Financial and estate planning and investment management for a clientele of successful retirees.
Jan 2000 - Dec 2015
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Gary Cotter Email & Phone Number
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Location
Lithia, Florida, United States
Who is Gary Cotter? Overview
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Gary Cotter previously worked as Managing Director at Cotter Financial, Llc and VP - Estate Planning at Prudential Securities.
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About Gary Cotter
Gary Cotter is a professional in their field.
3 roles
Gary Cotter work experience
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Vp - Estate Planning
Estate planning for the firm’s wealthiest clients in the Northern part of Florida and the state of Alabama. Also responsible for training the firm’s financial advisors in basic estate planning techniques and terminology.
Sep 1997 - Jan 2000
President
Financial planning, investments and insurance for a diverse clientele including retirees and those looking toward retirement.
Jul 1989 - Sep 1997
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Where is Gary Cotter based?
Gary Cotter is based in Lithia, Florida, United States.
What companies has Gary Cotter worked for?
Gary Cotter has worked for Cotter Financial, Llc, Prudential Securities, and First Gulf Advisers Inc.
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