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Slater Ottenritter

Registered Planning Assistant

About Slater Ottenritter

Slater Ottenritter is currently a Financial Planning Assistant for the office of Brian Gracie, where he oversees the portfolio management process and assists in preparing client reviews. He is passionate about structuring portfolios in a way that gives the client the best chance of meeting stated investment aims within acceptable levels of risk. Slater has been in the financial industry since 2016, when he affiliated with Merrill Lynch Wealth Management as a solo-practitioner financial advisor.

In his free time, Slater enjoys spending time with family and friends, following Baltimore sports teams, playing squash, and skiing out West.

Certifications
  • FINRA Series 7 and 66 registered
  • Maryland Life and Health insurance registered
Education
  • B.A., International & Global Studies, Sewanee: The University of the South
  • Summer Business Institute, The Cox School of Business at Southern Methodist University
Community Involvement
  • Baltimore Country Club (Member)
  • Maryland Club (Member)
  • St. Paul’s School for Boys

Primary Clients or Industries

High net worth individuals and families

Primary Service Areas

Financial planning

Investment management

410-771-5658

410-785-0044

307 International Circle, Suite 390 Hunt Valley, MD 21030