David Plotts
Managing Director, Director of Wealth Strategy and Family Wealth at Glenmede @Glenmede
Philadelphia, PA, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Sep 2013 — Present
Managing Director, Director of Wealth Strategy and Family Wealth at Glenmede @Glenmede
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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
1996 — 1999
Rutgers Law School
JD
1990 — 1994
Liberty University
BS
SKILLS
Financial PlanningAsset ManagementWealth ManagementFinancial PlannersCash Flow ForecastingWealthInvestmentsManagementStrategic Financial PlanningRetirementTrust ServicesBankingInsuranceHigh Net Worth IndividualsFinancial ServicesFinancial AdvisoryStrategyFinancial ModelingWealth Management Services
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