Vantage Point Financial
- Could read piano music before she could read words.
- Her dream dinner party guests are Queen Elizabeth, Oprah and Warren Buffet.
- She's married to a Seattle Seahawk.
What started as a summer job at Vantage Point Financial for Ashley Ott eventually lead to a financial advising career. “There's quite a bit of psychology when it comes to working with clients,” said Ms. Ott, who graduated from Harvard University with a psychology degree in 2011. “Money is an extremely emotional topic.”
Some seven years later, Ms. Ott is still working with the firm's founder David Griswold in Boston and has helped triple AUM to $85 million. She was named a partner in 2017.
“David and I are not sole practitioners,” Ms. Ott said. “We have a single book. Everything is run through the company and gets paid out by ownership.”
When she is not prospecting for new clients on frequent flights to and from Seattle where her husband, Tyler, plays professionally for the Seahawks, Ms. Ott lectures other advisers about the “path to partnership.”
“If the senior adviser expects double what you project, a partnership may not happen,” she said. “Make sure your goals align.”
On Saturday mornings, Ms. Ott helps train students for the Providence Marathon with the nonprofit Dreamfar. And the help she offers isn't just about running.
“We discuss high school challenges, mentor them about applying to colleges and guide them through difficult adolescent decisions.”
— Juliette Fairley