Bruce
Otto attends Cetera® Financial Specialists’ Connect Conference
Otto welcomed into President’s Council for
2016, Broker Dealer’s Group of Top Advisors
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[July 09, 2016]
MINIER
- Bruce Otto, Advisor of O & G Financial Consulting, Inc., recently
attended Connect 2016 hosted by Cetera Financial Specialists, aimed
at bringing together advisors from across the country who aspire the
highest levels of professional achievement and success. The event,
held at Rosen Shingle Creek in Orlando, FL. between May 24 and May
26, featured presentations from the Cetera executive team and some
of the industry’s preeminent thought leaders. Bruce Otto was
recognized among conference attendees as a member of Cetera
Financial Specialists’ President’s Council for 2016. The President’s
Council solidifies Otto as a top-producing financial advisor with
the firm.
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“I am honored and grateful to be part of the President’s Council,
along with a group of other tremendous advisors,” said Otto. “I make
sure to oversee my clients’ best interests and it is rewarding to be
recognized for practicing something I enjoy so much.”
Adam Antoniades, President of Cetera Financial Group®, led a keynote
presentation where he addressed the Department of Labor’s recently
released fiduciary rule and ways to continue thriving in this new
regulatory environment it has created. “We place the highest
priority on ensuring total alignment between the interests of
advisors and their clients, and the platform we announced at the
conference will enable our advisors to adapt smoothly to this
important regulatory shift. With DOL DynamIQs, Cetera Financial
Group is once again demonstrating our ability to leverage our
industry-leading scale, resources and thought leadership to provide
our advisors with the tools and support they need to face
significant regulatory and other changes with confidence.” The
conference ended with an irreverent and entertaining performance by
Capitol Steps, an American political satire group.
Gregg Ruvoli, president and CEO of Cetera Financial Specialists,
commented, “Our advisors never cease to amaze us. We are so
appreciative of their partnership and continue to be committed to
providing them with the support and service they need to reach their
highest potential in 2016 and beyond.”
Otto and his associates at O & G Financial Consulting, Inc., manage
approximately $140,000,000 in client assets, fulfilling the
financial needs of individuals and businesses in the Central
Illinois region with Cetera Financial Specialists since 1991. He has
52 years of experience in the financial services industry.
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About Cetera® Financial Specialists
Cetera Financial Specialists LLC partners with approximately 1,200 tax and
accounting professionals who have successfully integrated wealth management into
their practices. Through Cetera Investment Advisers LLC, an SEC registered
investment adviser firm, financial advisors receive a wide array of solutions
and back-office support, so that they can focus on their clients.
Cetera Financial Specialists and Cetera Investment Advisers are part of Cetera
Financial Group®, a leading network of independent retail broker-dealers, which
provides leading wealth management and advisory platforms and innovative
technology to independent financial advisors nationwide. Cetera Financial
Specialists is a member of the Securities Investor Protection Corporation (SIPC)
and a member of the Financial Industry Regulatory Authority (FINRA). For more
information, visit ceterafinancialspecialists.com.
[Sue Miller, O & G Financial] |