Jill Otto
Managing Director, Private Wealth Advisor
701 Brickell Avenue
Miami, FL 33131
305.416.6661
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Jill Otto is a Private Wealth Advisor and Managing Director with the Grausam Otto Group at Merrill. Previously, she built and led the Financial Institutions and Sponsors Group for J.P. Morgan in Florida. Prior to moving to Miami, Jill ran business development for J.P. Morgan’s Global Investment Opportunities Group (GIO), a multi-asset class investment desk for corporate executives, directors, single family offices, and funds, in New York. Prior to J.P. Morgan, she managed the investment offices in Rio de Janeiro and Paris of her family's 75 year old business. Jill sits on the board of the Yale Center for Faith and Culture. She sat on the board of the Wolfsonian Museum in Miami and was a member of the Group of Fifty (G50), a select group of private-business leaders from Latin America. In 2010, Jill was honored as a Young Global Leader of the World Economic Forum where she helped build the Family and Private Company Community. Other board memberships have included serving for International Planned Parenthood, the alumni councils of Phillips Academy Andover and Princeton University. Jill received a Bachelor of Arts from Princeton University, a Master of Arts from the School of Foreign Service at Georgetown University, and a Master of Business Administration from Duke University. She was raised in Germany and Brazil and lives in Miami Beach, FL with her husband and two children.

About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

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Jill Otto is registered to do business in CA, CO, CT, DC, DE, FL, GA, IL, KS, MA, MI, MO, MT, NC, NH, NJ, NV, NY, PA, PR, TX, UT, VA, WA.