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NB|AZ Wealth Management appoints vice president and wealth manager


NB|AZ Wealth Management, which provides wealth management services to National Bank of Arizona customers and others, has appointed Edward Plotkin as vice president and wealth manager.

Plotkin will work with high-net-worth families throughout Arizona to establish strategies for planning and managing their assets. He will address all aspects of clients’ wealth management needs from trusts and estates to business transitions and retirement.

"We are very pleased to have Ed join the NB|AZ Wealth Management group, where he will bring a wealth of experience and a comprehensive, personalised approach to high-net-worth families across Arizona. Ed will be available to National Bank of Arizona customers who need wealth management services, beginning by getting to know the families he serves and then developing a thorough understanding of their financial needs," says Keith Maio, president and chief executive officer of National Bank of Arizona.

Prior to joining NB|AZ Wealth Management, Plotkin worked as a senior private banking officer at Phoenix’s MidFirst Bank, leading start-up marketing and staffing efforts as well as credit and investment operations.

Earlier, he focused on financial and estate planning for affluent families, corporate executives, and business owners at UBS and Merrill Lynch.

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