Partner Ashley Ott Attends InvestmentNews Women to Watch Awards

Vantage Point Financial Partner Ashley Ott was invited to attend the 4th annual InvestmentNews Women to Watch Awards in New York City on March 19, 2019.

Partner Ashley Ott to Run the 2018 Boston Marathon

Vantage Point Financial is thrilled to announce that Partner Ashley Ott will be running the Boston Marathon for Dreamfar, a non-profit which Ashley has been involved as a mentor for three years.

Join President David Griswold at the "You and Your Financial Future Series"

For the second year in a row, President David Griswold was selected to moderate a three-part series of presentations, You and Your Financial Future, hosted by the Newton Free Library. Attendees will learn about a variety of money-related topics that can assist them in achieving their financial goals. The topics will be: taxes; gifting, trusts, and family asset preservation; and diversification and managing your portfolio. Each topic will be discussed in detail by a panel of experts, which will include one academic, one private practitioner, and Dr. Griswold himself.

Dr. Griswold Presents to BU Students About Saving for Retirement

Dr. David Griswold, president and founder of Vantage Point Financial, was invited to guest lecture in a Boston University class on the topic of saving for retirement. The class, entitled Adulting, is an elective for senior undergraduate students. Throughout the semester, the students learn important skills for the “adult world,” such as cooking, managing relationships, and negotiating for a job offer.

Dr. Griswold Hosts Final Installment of "You and Your Financial Future" Series

In the final installment of this year’s You and Your Financial Future Series, sponsored by the Newton Free Library, the topic of discussion was “Diversification and Managing Your Portfolio.”

Partner Ashley Ott Attends "Investment News Women's Advisor Summit"

On July 10, 2018, partner Ashley Ott attended Investment News’  Women’s Advisor Summit in Boston, MA. The Women’s Advisor Summit brings together female advisors from across the country with the goal of “investing in their businesses, their brand, and themselves.” Speakers included female executives from Investment News, Charles Schwab, and TD Ameritrade, as well as several female entrepreneurs in the finance industry.

David and Ashley Invited to Attend Mentoring Conference in Chicago

Partners David Griswold and Ashley Ott were invited to lead a workshop during Commonwealth Financial Network’s Associate/Senior Advisor Intensive Mentor Program, held in Chicago, IL, on July 17-18, 2018.

President David Griswold Attends National Financial Business Conference in Seattle

David Griswold, President of Vantage Point Financial, in Boston, MA, was invited to gather with a group of prominent financial advisors at Commonwealth Financial Network®’s Business Experience conference, held May 6–9, 2018, in Seattle, Washington. The Business Experience conference recognizes highly successful advisors, based on annual production rankings among Commonwealth’s nationwide network of 1,710 financial advisors.

Partners David Griswold and Ashley Ott Were Invited to Speak at National Conference

Vantage Point Financial partners David Griswold and Ashley Ott were recently invited to speak on two panels at a national educational conference for independent financial advisors.

Ashley Supports Dreamfar Marathon Program

Ashley Ott ran the 5th Annual Dreamfar 10K at Sharon High School in Sharon, MA on January 22nd, 2017.