Don’t let the business card fool you. Edward Plotkin is the new vice president of wealth management services at NB|AZ Wealth Management, part of the National Bank of Arizona, but he has professional roots in holistic financial planning.
Plotkin will help high-net-worth families in Arizona establish comprehensive strategies for planning and managing their assets. Early in his profession, Plotkin focused on financial and estate planning for affluent families, corporate executives and business owners at both UBS and Merrill Lynch, he said in a phone interview last Thursday.
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