In his new role, he’ll assist clients and their advisors to develop, implement and monitor comprehensive estate and financial planning services, ensuring that all facets of the planning process are embedded throughout the relationship.

Plotts has nearly two decades of experience in financial services, joining 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  families. Previously, he served as a tax director at PricewaterhouseCoopers, advising on estate plans for high-net-worth individuals and families and providing comprehensive financial planning for business executives.

Aside from its headquarters in Philadelphia, PA, Glenmede has offices in Ohio, Delaware, New Jersey and New York and currently has $22 billion of investable assets under management.