News Archive

Partner Ashley Ott Attends InvestmentNews Women to Watch Awards

March 19, 2019

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.

The Women to Watch Awards honor outstanding women in the financial advice industry. Honorees must meet several rigorous criteria:

  1. Their work has made a lasting impact on the industry
  2. They are distinguished leaders at their firms
  3. They have demonstrated a willingness to share their experiences with others and give back to the industry

“It is more important than ever to highlight the many talented women our industry has to offer…As is often said, 'You can’t be what you can’t see.' This is the main reason why we feel it is our responsibility to bring the stories of these individual women to the forefront, so that there are concrete examples of female financial leaders on display,” said Suzanne Siracuse, CEP/Publisher, and Fred Gabriel, Editorial Director, at InvestmentNews.

Ashley loved being able to network with the top women advisors in the industry. She hopes to be invited back next year, but this time as an honoree!

 

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Partner Ashley Ott to Run the 2018 Boston Marathon

April 16, 2018

There are few more iconic things attributed to Boston than the Boston Marathon. Celebrating its 121st year in 2018, the Boston Marathon was first run in April 1897. Hundreds of thousands of athletes have persevered down this 26.2 mile stretch on Patriot’s Day since then, raising millions for charities and non-profits along the way.

This year 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. Dreamfar strives “to challenge high school students to reach their full potential—physically, socially, and emotionally—through a mentor-supported marathon training program.” Ashley has been a mentor in the program for many years, and, this year, is running and raising money for the Boston Marathon as part of the Dreamfar team.

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

March 27, 2018

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.

The first discussion, The Tax Talk, is scheduled for Tuesday, March 27.  The panelists will be:

David Griswold is president and founder of Vantage Point Financial, a full-service, independent financial firm. David teaches finance and economics in both the undergraduate and MBA programs at the Boston University School of Management. His courses at Boston University include investments, economics, financial management, and risk management. After completing his bachelor's degree at Bowling Green State University, David went on to complete his MBA in marketing and international business at University of Cincinnati, and a master's in German literature from Bowling Green State University. He went on to earn his doctorate in finance and economics from Boston University, where he was inducted into Beta Gamma Sigma as top of his doctoral class.

Brad McMillan, CFA®, CAIA, MAI, is chief investment officer at Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser–independent broker/dealer. As CIO, Brad chairs the investment committee and is the primary spokesperson for Commonwealth’s investment divisions. Brad received his BA from Dartmouth College, an MS from MIT, and an MS from Boston College. He has worked as a real estate developer, consultant, and lender; as an investment analyst, manager, and consultant; and as a start-up executive. His professional qualifications include designated membership in the Appraisal Institute (MAI), the CFA Institute, and the CAIA Association. Brad speaks around the country on investment issues and writes for industry publications, as well as for this blog.

Ron Weiner has been owner of Weiner and Rice, PC, since 1986 and has always worked in public accounting. He received a Master of Science in Taxation from Bentley University in Waltham, Massachusetts, and a Master of Business Administration from Boston University. He is a member of the American Institute of Certified Public Accountants and the Massachusetts Society of Certified Public Accountants. Ron is a long-term member of the BNI Financial District Chapter.

 

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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.”

Vantage Point Financial president and founder David Griswold served as both panelist and moderator of the seminar. He used his knowledge of the financial industry and investments to contextualize the program. The other two panelists were Aaron Stevens and Dr. Zvi Bodie. Mr. Stevens discussed how to make smart financial choices to achieve your retirement and other goals. Dr. Bodie focused on balancing the risk of your portfolio with your financial goals.

Dr. Griswold has participated in the You and Your Financial Future Series for two years. The program seeks to educate Newton residents on a variety of important money-related topics.

 

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David and Ashley Invited to Attend Mentoring Conference in Chicago

July, 2018

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.

The Associate/Senior Advisor Intensive Program aims to cultivate the development of associate advisors in practices by delivering training and experiential activities tailored to both the associate’s needs and the firm’s objectives. Associate and senior advisors attend the program together, learning how to best support each other and grow the business along the way.

The program consists of coaching calls, online training, and in-person group workshops, such as the workshop led by David and Ashley. In their workshop, the partners spoke of their experience together, specifically how David helped Ashley grow from a client services administrator to partner at Vantage Point Financial in just under six years.

To learn more about the conferences and workshops that David and Ashley attended, visit our news archive: http://vantagepointfinancial.com/news-archive.

 

 

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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. Hosted by Commonwealth Financial Network®, the nation’s largest privately held Registered Investment Advisor–independent broker/dealer, the event drew nearly 2,000 affiliated advisors, staff, guests, and sponsors from across the nation. Participants gathered in Austin, Texas, November 7–10, 2018, where they connected and collaborated with peers, colleagues, and industry partners to strengthen their leadership skills and enhance the high-end service that they provide to clients.

With the theme “Elevate: Inspire|Aspire|Motivate,” the conference encouraged attendees to elevate themselves in every facet of their personal and professional lives—from their relationships to their personal brand to their client service. Keynote speakers included Commonwealth CEO Wayne Bloom and 43rd president of the United States George W. Bush.

The first panel David and Ashley were invited to speak on was entitled "Creating Financial Advisor Career Opportunities That Appeal to Women." David, Ashley, and the other panelists spoke about what they are doing to create work environments that are attractive to up-and-coming women advisors, and brainstormed ideas for everyone—females and males alike—to craft cultures and career paths that appeal to women.

David and Ashley were invited to sit on a second panel entitled "Next-Gen Talent: From Intern to Partner." The session focused on how to bring young advisors into practice and how best to structure the development path for an aspiring advisor. David shared his story, from his recruitment of Ashley six years ago to her ascent to a partnership role at the firm today.

"Ashley worked very hard to become an equity partner and is now a leader in the financial advising industry regarding how to do it. I'm so grateful to work with the best possible financial advisor and business partner!" said David.

The event room was packed, interest was high, and the response afterward was extremely positive!

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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.

Professor Griswold discussed the importance of saving for retirement as soon as possible. A five-year difference in when you start saving can lead to a significant amount of difference in your total savings when you retire. He discussed the differences between an IRA, a 401(k), and a Roth IRA, and the benefits of each. Professor Griswold also highlighted the different possible asset allocations of a portfolio and the risk associated with each. The students asked insightful questions throughout the presentation, including some questions regarding the impact of student loans and income taxes on retirement accounts. After the 2-hour lecture, the students left with a greater understanding of the importance of saving for retirement, both in the short-term and the long-run.

When he is not advising clients at Vantage Point Financial, David Griswold is a professor of finance and economics in both the undergraduate and MBA programs at the Boston University Questrom School of Management. His courses at Boston University include investments, economics, financial management, and risk management.

 

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

July 10, 2018

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.

Throughout the day, Ashley had the opportunity to network with other driven, like-minded women, discussing topics such as female financial empowerment and networking strategies that drive business growth.

“It is incredible to be able to collaborate with other female financial advisors,” said Ashley. “Although women are entering the industry at a faster pace, financial advising is still very male-dominated. I appreciate the opportunity to network with other women in our field and learn how to encourage more women to join.”

To learn more about the InvestmentNews Women Advisor Summit, visit the following link: www.investmentnews.com/section/event?eventID=WAS

 

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President David Griswold Attends National Financial Business Conference in Seattle

May, 2018

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.

A variety of business meetings and informative sessions spanned the four-day conference, where attendees gained compelling insights, best practices, and recommendations from industry leaders. Numerous networking sessions and opportunities for interacting with peers allowed like-minded advisors to connect and share ideas. Overall, the conference emphasized providing the highest level of service, value, and commitment to the participants’ clients.

“It was a pleasure to welcome David at Business Experience and to honor him for the values and commitment he brings to Vantage Point Financial,” said Wayne Bloom, CEO of Commonwealth. “His involvement in this conference demonstrates that David never stops raising the bar on the professional standards that he brings to the clients who depend on him for independent financial guidance and integrity.”

 

 

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Ashley Supports Dreamfar Marathon Program

January, 2017

5th Annual Dreamfar 10k at Sharon High School in Sharon, MA, on January 22, 2017, to support the Dreamfar High School Marathon program.

Ashley Ott took to the course on Sunday, joining more than 450 runners to support the Dreamfar program.

“I’ve always loved running, but being able to help high school students achieve the “impossible” (running a marathon) makes the blisters worth it,” says Ashley.  Since 2008, Dreamfar has given more than 400 students the opportunity to realize the significant achievement of completing a marathon.

The Dreamfar mission is to challenge high school students to reach their full potential—physically, socially, emotionally, and academically—a mentor-supported marathon training program.