Bruce
Otto honored at Cetera Financial Specialists’ Connect
Conference
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[June 22, 2015]
MINIER - Bruce Otto, Financial
Advisor of O & G Financial Consulting, Inc., office located at 204 S.
Main St. Minier, IL 61759, was recently honored as one of Cetera
Financial Specialists’ top advisors at the firm’s annual Connect
conference, which annually brings together top advisors from across the
country.
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Participants left inspired with groundbreaking ways to drive
business growth and continue serving clients at unparalleled
standards. This year’s conference was a three-day event held at the
Grand Hyatt San Antonio, packed with varied breakout sessions,
endless networking opportunities with exhibitors and fellow Cetera
Financial Specialists’ advisors and terrific special events.
“This conference is always a fantastic opportunity to connect with
my peers from around the country and being recognized among other
top advisors is very rewarding,” said Otto. “We heard some great
presentations from Cetera Financial Specialists’ executive team, as
well as other keynote speakers. I enjoy that each session is
tailored to my level of knowledge and learning objectives in
different areas of financial services, ensuring that I’m equipped to
continue providing the best service for my clients.”
The conference also featured high-rated keynote speakers such as
Greg Valliere, Chief Political Strategist at the Potomac Research
Group with over 30 years of experience in coordinating political and
economic research, who touched upon everything from current key
legislative issues to the 2016 presidential campaign. Mitch Anthony,
founder and president of Advisor Insights at the Financial Life
Planning Institute, the leading provider of financial life planning
tools and programs, was also in attendance and made an impactful
presentation on building a business model that benefits everyone
involved.
Gregg Ruvoli, president of Cetera Financial Specialists, opened the
16th annual conference with top advisor recognition.
“Our advisors never cease to amaze us,” said Ruvoli. “They continue
to be top performers in the industry, as well as strong role models
in their respective communities. We are thankful to be partners and
to help support their success.”
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Otto and his associates at O & G, manage approximately $140,000,000 in client
assets, fulfilling the financial needs of individuals and businesses in the
Central Illinois with Cetera Financial Specialists since 1991. He has 50 years
of experience in the financial services industry.
As a member of Cetera Financial Group, Inc., Cetera Financial Specialists is
able to offer all the benefits of a large, established broker-dealer, including
innovative technology, leading wealth management and advisory platforms, and
comprehensive broker-dealer and Registered Investment Advisor services, with the
personal relationships often found only at boutique firms.
Securities offered through Cetera Financial Specialists LLC (doing insurance
business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory Services
offered through Cetera Investment Advisers LLC. Cetera entities are under
separate ownership from any other named entity.
[Sue Miller, O & G Financial]
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