David K. Plotts, CFP^®, is the Director of Wealth Strategy & Family Wealth for Glenmede. As the Director of Wealth Strategy, he collaborates with clients, their advisors and the Glenmede team to develop, implement and monitor comprehensive estate and financial plans for multigenerational ultra-high-net-worth families. He is responsible for leading the Wealth Planning practice for Private Wealth clients across all regions and for setting the Wealth Strategy priorities for Glenmede’s client service teams.

In the role of Glenmede’s Director of Family Wealth, Mr. Plotts leads Glenmede’s wealth management practice for entrepreneurial clients and multigenerational ultra-high-net-worth families. This includes the development and management of customized and comprehensive planning, administration, advisory and investment management services.

Mr. Plotts is a member of Glenmede’s Private Wealth leadership team and a member of the Private Wealth Operating Committee.

Prior to joining Glenmede, Mr. Plotts served as a Director in PricewaterhouseCoopers LLPs’ Personal Financial Services group, where he was responsible for advising individuals and families on comprehensive wealth transfer solutions, business succession and income tax planning. Mr. Plotts was also the Market Director of Wealth Strategy at Hawthorn, PNC Family Wealth, where he was part of a regional client service team and was responsible for overseeing the planning process for key ultra-high-net-worth clients.

Mr. Plotts earned his Juris Doctor degree from Rutgers Law School and a Bachelor of Science degree in accounting from Liberty University. He obtained the designation of Certified Public Accountant and is a CERTIFIED FINANCIAL PLANNER™. Mr. Plotts is a member of the New Jersey and Pennsylvania Bar Associations and the Philadelphia Estate Planning Council.