David Plotts
- Role
- Managing Director, Director of Wealth Strategy and Family Wealth at Glenmede at Glenmede
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
Experience
Managing Director, Director of Wealth Strategy and Family Wealth at Glenmede
Sep 2013 — Present
Oversees Glenmede\'s Wealth Strategy & Planning services for individuals and families. Leads Glenmede\'s wealth management practice for entrepreneurial clients and multigenerational UHNW families. Collaborates with clients and their advisors to develop, implement and monitor comprehensive estate and financial planning services.
Education
Rutgers Law School
JD
1996 — 1999
Liberty University
BS
1990 — 1994
Skills
- Financial Planning
- Asset Management
- Wealth Management
- Financial Planners
- Cash Flow Forecasting
- Wealth
- Investments
- Management
- Strategic Financial Planning
- Retirement
- Trust Services
- Banking
- Insurance
- High Net Worth Individuals
- Financial Services
- Financial Advisory
- Strategy
- Financial Modeling
- Wealth Management Services
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