Otto Walter Email & Phone Number
Financial Advisor, First Vice President - Investments
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Otto Walter Location
- Sarasota, FL, US
Otto Walter Work
- 2014 -now Financial Advisor, First Vice President - Investments @ Wells Fargo Advisors, LLC
- 2009 -2014 Financial Advisor, First Vice President - Investments @
- 2004 -2009 Financial Advisor, First Vice President - Investments @
- 1999 -2004 Financial Advisor, First Vice President - Investments @
- 1995 -1999 Financial Advisor, Vice President- Investments @
Otto Walter Education
- University of South Florida
Bachelors of Arts (College of Business Administration)
1980-1986
Otto Walter Skills
- Strategic Planning, Retirement Planning, Wealth Planning
- Investment Planning, Wealth Transfer, Tax Sensitive Investing
- Retirement Planning
- Wealth Management
- Financial Advisory
- Retirement
- Investments
- Estate Planning
- Financial Planning
- Financial Services
- Finance
- Wealth
- Tax Sensitive Investing
- Wealth Planning
- Strategic Planning
- Wealth Transfer
- Investment Planning
Otto Walter Summary
- Otto Walter, based in Sarasota, FL, US, is currently a Financial Advisor, First Vice President - Investments at Wells Fargo Advisors, LLC. Otto Walter brings experience from previous roles at Morgan Stanley, UBS Financial Services, Smith Barney and A.G. Edwards and Sons. Otto Walter holds a 1980 - 1986 Bachelors of Arts in College of Business Administration @ University of South Florida. With a robust skill set that includes Strategic Planning, Retirement Planning, Wealth Planning, Investment Planning, Wealth Transfer, Tax Sensitive Investing, Retirement Planning, Wealth Management, Financial Advisory and more. Otto Walter has 1 emails and 1 mobile phone numbers on RocketReach.
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