Glenmede
David K. Plotts, CFP®, is the Director of Wealth Planning for Glenmede. In this role, he collaborates with clients and their advisors and the Glenmede team to develop, implement and monitor comprehensive estate and financial plans. He is also responsible for leading the Wealth Planning practice for Private Wealth clients across all regions.
Prior to joining Glenmede, Mr. Plotts served as the Market Director of Wealth Strategy at Hawthorn, a subsidiary of PNC, where he was part of a regional client service team and responsible for overseeing the planning process for key clients. Previously, he was a Director in PricewaterhouseCoopers’ Personal Financial Services group, responsible for advising individuals and families on comprehensive wealth transfer solutions, business succession management and tax planning.
Mr. Plotts received a Juris Doctor degree from Rutgers Law School and a Bachelor of Science degree in accounting from Liberty University. He is a CERTIFIED FINANCIAL PLANNER™ and a Certified Public Accountant.
Mr. Plotts is a member of the Pennsylvania and New Jersey Bar Associations, the American Bar Association (Division of Taxation), the American Institute of Certified Public Accountants and the Philadelphia Estate Planning Council.
Glenmede
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Founded in 1956 by the Pew family to manage their charitable assets, The Glenmede Trust Company, N.A., (“Glenmede”) is among the nation's leading investment and private wealth management firms. The company oversees more than $41 billion in assets under management.