Tim Otto

Background

About Tim Otto

One of the highest compliments I can receive from my clients is when they share that they feel truly heard and understood. Whether I’m helping a busy executive plan for retirement or a successful business owner develop a thoughtful and comprehensive succession plan, I make it a priority to listen carefully to what is important to each client. This enables me to guide them towards the achievement of their goals in a manner that speaks directly to their needs in a language they can easily understand. As an experienced Financial Advisor and co-founder of The RHO Group at Morgan Stanley, I help clients grow and preserve their assets, in order to leave the legacy they desire. My purpose as a wealth management professional is to make a real difference in their lives through diligent planning, ongoing education and the delivery of an investment portfolio that is uniquely theirs. Throughout my career, I have fostered a philosophy that focuses on having a carefully constructed plan and following a goals-based process. I begin by building personal relationships with each client to understand the specific goals they’ve set for themselves and their families. My goal is to help them make well-informed decisions, while maintaining the discipline necessary to navigate today’s challenging markets. A firm believer in giving back, I have been active in many community activities over the years. I was the Vice Chairman of UNC Wilmington Board of Visitors, a Board Member of Downtown Housing Improvement Corporation and member of the 2010 Class of Leadership Raleigh. Today, I continue to support my community, my colleagues and my clients through ongoing advocacy and education. Outside of the office, I enjoy spending time with my wife and three sons. Between games and recitals, we like to visit new restaurants and travel to fun destinations near and far. Morgan Stanley Smith Barney LLC offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please visit us at or consult with your Financial Advisor to understand these differences. NMLS#: 1423929