Former PwC Tax Director joins wealth manager Glenmede as Director of Financial Planning
Glenmede, a privately held and independent wealth management firm, has announced the hiring of David K. Plotts as Director of Financial Planning. Mr. Plotts will collaborate with individual and family clients and their advisors to develop, implement and monitor comprehensive estate and financial planning services. In this role, he will ensure that all facets of the planning process are embedded throughout the management of the relationship.
“David’s diverse tax, law and financial services background, coupled with his many years of experience make him a tremendous asset to Glenmede and our clients,” said Lisa Whitcomb, Director of Wealth Strategies at Glenmede. “With him on board, we’re confident we’ll continue to deliver the highly customized wealth advisory services our clients have come to expect.”
With nearly two decades of experience in financial services, Mr. Plotts joined Glenmede from Hawthorn PNC Family Wealth, where he was a Senior Vice President and Market Director of Wealth Strategy, handling wealth transfer and estate planning strategies for sophisticated families. Previously, he spent a decade with PricewaterhouseCoopers, LLP as a Tax Director. In this role, he advised on and reviewed estate plans for high-net-worth individuals and families and provided comprehensive financial planning for business executives.