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 17, 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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