Managing Director
Financial and estate planning and investment management for a clientele of successful retirees.
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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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Greater Tampa Bay Area
Financial and estate planning and investment management for a clientele of successful retirees.
Tampa, Florida, United States
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.
Tampa, Florida, United States
Financial planning, investments and insurance for a diverse clientele including retirees and those looking toward retirement.
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Gary Cotter is based in Lithia, Florida, United States.
Gary Cotter has worked for Cotter Financial, Llc, Prudential Securities, and First Gulf Advisers Inc.
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