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Matt Otto, AIF®, CFP® | Managing Director, Partner

Matt Otto

Matt Otto's career as a Financial Advisor began over 25 years ago at the wire house level later to join Hightower Advisors as a Partner and Managing Director. Hightower has access to the breadth of available Wall Street offerings but has no proprietary products itself. That is important to Matt, who is a true fiduciary, legally-bound to act in clients’ best interest and who strives to provide optimal solutions cost-effectively. Matt primarily focuses on comprehensive asset management as well as estate strategies for high net worth, accredited investors. Matt possesses vast experience in options trading, equity derivatives, both fixed income and equity hedging strategies, managed money, structured solutions, 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.

With a mission-driven and values-based approach, both professionally and personally, Matt aims to provide an unsurpassed wealth management experience for his high and ultra-high net worth clients. Matt’s goal has always been to give clients more confidence about their financial wellbeing and aid them in achieving overall financial wellness.

Having suffered through a painful family financial reversal as a youth–resulting from inadequate advice–Matt has crafted a client discovery process, taking into account risk tolerance, and a comprehensive Wealth and Advanced Planning Formula based on the best practices he has developed during his 25 years of experience. The formula includes investment consulting, tax planning and cash flow analysis as well as wealth planning and transfer, charitable planning, and a strong focus on relationship building.

Matt admits to being a bit “obsessive” about his client’s experience, a stance that is reflected in the more than 75 awards he has earned, including three years as a Barron’s Top Advisor in 2011, 2012, and 2013. He also has shown an entrepreneurial flair from a young age and currently owns other businesses in both multifamily apartment buildings throughout Florida as well as an exotic auto storage facility. With two teenage sons and a three-year old daughter, mission and values play a large role at home with a weekly review of the family’s mission statement describing the family’s 17 values and sharing real life stories that illustrate how each individuals actions play out in real life on a weekly basis. Matt instills the importance of community involvement by actively supporting Tidewell Hospice, St. Jude’s Hospital, The Child Protection Center, Team Tony, All Star Children’s Foundation, and the American Jewish Committee. He also passionately gives to Charity Water, Save The Redwood League, and Wild Earth Guardians.

Matt and his family spend their time in both Sarasota, FL and Vail, CO where they reside. His personal passions include mountaineering, Nordic, downhill, and backcountry skiing, trail running, hiking, mountain & road biking, weight & endurance training, and spending time exploring our national forests. He is also an avid reader and believes we never stop learning.

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® Designation (“AIF®”) and Certified Financial Planner Designation (“CFP®”), and has his Series 7, 66, 63 and Florida Life, Health and Variable Licenses.

Matt’s track record can be traced to his commitment and enthusiasm for his clients in addition to the various industry awards and recognitions listed below:

  • Awarded on Forbes’ Best-In-State Wealth Advisors (Florida North) list, 2018, 2019, 2020, 2021, 2022 Forbes Best-in-State Wealth Advisors List for Florida (Tampa Area)

  • Five Star Wealth Managers - Sarasota Magazine 2012, 2014-2016, 2018-2019

  • America’s Top Advisors in United States - Barron’s Magazine 2001, 2012, 2013

  • Wealth Managers of Florida Showcase - Newsweek Magazine 2010

  • Best Personal Wealth Managers - Sarasota Magazine 2009

  • Top 20 Wealth Managers in the Country, Bank Investment Consultant Magazine 2008

  • Top 50 Financial Advisors in the Country, #12 - Bank Investment Magazine 2002

  • SunTrust Investment Services, Inc. Private Wealth Management Presidents Club – multiple awards

  • SunTrust Investment Services, Inc. Private Wealth Management Best of the Best - multiple awards

  • SunTrust Investment Services, Inc. Presidents Club - available upon request

  • SunTrust Investment Services, Inc. Chairman’s Team - multiple awards

  • Private wealth management – multiple awards, available upon request

Five Star Wealth Managers Award Disclaimer: Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. Five Star Professional is not an advisory firm, and the content of this material should not be considered financial advice. For more information on the Five Star award and the research/selection methodology, go to www.fivestarprofessional.com.

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