Otto joined the DGL Advisory Group at Moors & Cabot as a Client Associate in 2018 from the financial planning department at Baystate Financial. In early 2019, he became a Junior Advisor within the group, both working with existing clients and developing new client relationships.
Otto is a graduate of the Belmont Hill School and Colby College, where he double-majored in French and Economics. He holds various securities and insurance licenses, as well as the Certified Financial Planner™ designation.
Background and qualification information is available at FINRA's BrokerCheck website