Company Owner
CurrentOwner of Legacy Performance Academy, STL Legacy Baseball and Klutch Baseball
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@swsllc.com
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5 phones found area 636
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Michael Ott is listed as Company Owner at Legacy Performance Academy, based in Chesterfield, Missouri, United States. AeroLeads shows a work email signal at swsllc.com, phone signal with area code 636, and a matched LinkedIn profile for Michael Ott.
Michael Ott previously worked as Managing Partner, Wealth Manager at Summit Wealth Strategies and Investment Banking Manager at Citi. Michael Ott holds Certified Retirement Specialist, Financial Planning from University Of Pennsylvania - The Wharton School.
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Managing Director - Summit Wealth StrategiesMichael Ott partnered with his father Gary in the financial planning industry in 2006. He holds the Accredited Investment Fiduciary AIF® designation and received the “Retirement Planning Specialist” certification from the prestigious Wharton School of Business. Mike graduated from Drury University with a dual Master of Science degree in Accounting and Business Management. He specializes in advanced cash flow, estate, and business planning.A native to St. Louis, Mike resides in Chesterfield, MO with his wife Kelly and their three children. He loves attending sporting events, and coaches youth baseball and soccer. Along with his wife Kelly, who is an OB/GYN, they dedicate their time and resources to the St. Luke’s Hospital Foundation, Chair of the St. Luke’s Young Professionals Foundation, and the Marygrove Instituation for Children.For advisory services, please visit our website www.swsllc.com. For disclosure information please visit www.swsllc.com/disclosures.
Listed skills include Investments, Management, Retirement, Leadership, and 13 others.
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Chesterfield, Missouri, United States
Owner of Legacy Performance Academy, STL Legacy Baseball and Klutch Baseball
Greater St. Louis Area
I joined Summit Wealth Strategies in April of 2006 as a Managing Partner and have specialized in advanced Fee-Based and Non-Fee Based Financial Planning. Our primary objective is to protect the confidence of our clients and provide a financial plan that will lay out a path to achieving their personal and financial goals in life.
Took over a new division in the Investment Banking Division for CitiGroup. Hired 45 employees over 3 years and built a team that grew from 750 million in acquisitions to 14.1 trillion in acquisitions of assets and receivables in my time as manager.
I attended The Wharton School of Business at the University of Pennsylvania and obtained my certificate as a Retirement Planning.
Activities and Societies: Lambda Chi Alpha Fraternity, Delta Mu Delta fraternity for Accounting students
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Michael Ott works for Legacy Performance Academy.
Michael Ott is listed as Company Owner at Legacy Performance Academy.
AeroLeads has found 1 work email signal at @swsllc.com for Michael Ott at Legacy Performance Academy.
AeroLeads has found 5 phone signal(s) with area code 636 for Michael Ott at Legacy Performance Academy.
Michael Ott is based in Chesterfield, Missouri, United States while working with Legacy Performance Academy.
Michael Ott has worked for Legacy Performance Academy, Summit Wealth Strategies, and Citi.
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Michael Ott holds Certified Retirement Specialist, Financial Planning from University Of Pennsylvania - The Wharton School.
Michael Ott is listed with skills including Investments, Management, Retirement, Leadership, Finance, Financial Planning, Strategic Financial Planning, and Financial Services.
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