Matt Otto Email & Phone Number

Matt is a Managing Director, Partner with The Otto Group at HighTower. Matt’s career as a Financial Advisor began over 20 years ago at the wire house level later to join SunTrust Investment Services, Inc. in 1998. Matt primarily focuses on comprehensive asset management as well as estate planning for high net worth, accredited investors. His typical client is retired with between two and ten million dollars in managed assets. The Otto Group currently has over 120 years of combined financial industry experience. Matt possesses vast experience in options trading, equity derivatives, both fixed income and equity hedging strategies, managed money, managed futures – commodities, and alternative investments. Matt’s niche experience in the alternative investment space allows his clients to participate in more institutional type investment models that perform differently than traditional retail asset allocations. Matt is a member of the American Association of Individual Investors (“AAII”) and the Sarasota chapter of the Financial Planning Association (“FPA”). He possesses his Accredited Investment Fiduciary ("AIF®") designation, Certified Financial Planner Designation (“CFP®”), and has Series 7, 26, 6, 66, 63, 31 and Florida Life, Health and Variable Licenses. Matt’s successful track record can be traced to his commitment and enthusiasm for his clients in addition to the various industry awards and recognitions listed below.Nickname: Matt Otto

Listed skills include Financial Planning, Financial Advice, Retirement Planning, Investment Management, and 28 others.