Blogs

Ashley Attends Educational Forum for FPA MA

Financial Advisor Ashley Ott Attends 2017 FPA MA Halfday Program

Boston University's Lunch and Learn

President David Griswold delivered a one-hour workshop to Boston University faculty and staff titled “Understanding BU’s Retirement Plan.” 

Ashley and Her Husband Tyler Attend Centennial Touch Football Fundraiser

Ashley and her husband Tyler participated in a touch football fundraiser at Harvard Stadium on Sunday, April 9th, 2017.

Ashley Completes the 2017 Providence Marathon

Advisor Ashley Ott completed the Providence Marathon on May 7, 2017! 

Partner Ashley Ott Returns as Dreamfar Mentor

Partner Ashley Ott has volunteered to be a Dreamfar mentor for the second year in a row.

Economic Outlook with Brad McMillan

On September 21, 2017, the Vantage Point Financial team hosted An Economic Outlook with Brad McMillan at Season's 52 in Chestnut Hill.

Ashley Attends First FPA of MA Women's Study Group

The Financial Planning Association of Massachusetts (FPAMA) Women’s Group hosts events in the Boston area for women in the financial planning industry. Recently, the FPAMA Women’s Group launched an informal study group for female advisors with the purpose of sharing best practices and insights on business development.

Ashley Attends SHOOK Top Next-Gen Summit

The SHOOK Top Next-Gen Summit, a branch of the Forbes Under 30 Summit, invites the top 500 Next-Gen wealth advisors* (those born after 1980) to share their expertise in building their businesses and keeping them on top. Vantage Point Financial partner Ashley Ott attended the Monday session of the SHOOK Top Next-Gen Summit.

David and Ashley Present at National Conference for Financial Advisors

Founder David Griswold and Partner Ashley Ott of Vantage Point Financial in Boston, MA, recently presented at a national educational conference for independent financial advisors.

VPF Hosts First Beer Tasting Client Social

Vantage Point Financial advisors David Griswold and Ashley Ott hosted the office’s first beer tasting client social on Thursday, October 19, 2017