Bruce Otto Attends Cetera®
Financial Specialists’ Connect Conference
At 19h Annual Conference, Otto Welcomed
into President’s Council for 2017, Broker-Dealer’s
Group of Top Advisors
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[July 13, 2017]
MINIER
Bruce Otto, Advisor of O & G Financial Consulting, Inc, recently
attended the 2017 Connect Conference hosted by Cetera Financial
Specialists, which brings together advisors from across the country
to work on their personal and professional development, network and,
most importantly, expand their skill set to best serve the needs of
their clients. The 19th annual edition of the event was held at the
Gaylord National Resort in National Harbor, Maryland between May 23
and May 25, and featured presentations from the Cetera executive
team and some of the industry’s preeminent thought leaders. Otto was
recognized among conference attendees as a member of Cetera
Financial Specialists’ President’s Council for 2017. The President’s
Council distinguishes Otto as a top-producing financial advisor with
the firm.
“I am honored and grateful to be part of the President’s Council,
along with a group of other outstanding 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.”
Robert Moore, CEO of Cetera Financial Group®, led a keynote
presentation where he addressed how Cetera has established itself as
an industry leader in re-defining the delivery of financial services
through an advice-centric experience. “A number of rapidly
converging industry, regulatory, demographic and consumer trends are
creating a new era in financial advice. Firms that work to
relentlessly put advisors’ client interests first, with the support
of technologies that help drive a transparent and personalized
experience, will define the future of this industry. We’re excited
to have firmly established ourselves as leaders in this new era, and
will continue to provide the industry’s best offerings to our
advisors as we forge this path together.”
Gregg Ruvoli, president and CEO of Cetera Financial
Specialists, commented, “We’re honored to support and work with some
of top advisors in the business. We are beyond appreciative of the
partnerships we’ve established and continue to be committed to
providing them with the support and service they need to reach their
highest potential in this new era of financial services.”
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Otto and his associates at O & G Financial Consulting, Inc.
manage approximately $150,000,000 in client assets, fulfilling the financial
needs of individuals and businesses in the Central Illinois region with Cetera
Financial Specialists since 1991. He has 53 years of experience in the financial
services industry.
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]
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