Michael Ott

Michael Ott Email and Phone Number

Managing Partner of Summit Wealth Strategies @ Legacy Performance Academy
Michael Ott's Location
Chesterfield, Missouri, United States, United States
Michael Ott's Contact Details
About Michael Ott

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.

Michael Ott's Current Company Details
Legacy Performance Academy

Legacy Performance Academy

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Managing Partner of Summit Wealth Strategies
Michael Ott Work Experience Details
  • Legacy Performance Academy
    Company Owner
    Legacy Performance Academy Aug 2020 - Present
    Chesterfield, Missouri, United States
    Owner of Legacy Performance Academy, STL Legacy Baseball and Klutch Baseball
  • Summit Wealth Strategies
    Managing Partner, Wealth Manager
    Summit Wealth Strategies Apr 2006 - Present
    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.
  • Citi
    Investment Banking Manager
    Citi Dec 2003 - Mar 2006
    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.

Michael Ott Skills

Investments Management Retirement Leadership Finance Financial Planning Strategic Financial Planning Financial Services Securities Insurance Portfolio Management Fixed Annuities Financial Analysis Wealth Management Strategic Planning Business Development Retirement Planning

Michael Ott Education Details

Frequently Asked Questions about Michael Ott

What company does Michael Ott work for?

Michael Ott works for Legacy Performance Academy

What is Michael Ott's role at the current company?

Michael Ott's current role is Managing Partner of Summit Wealth Strategies.

What is Michael Ott's email address?

Michael Ott's email address is mi****@****ors.com

What is Michael Ott's direct phone number?

Michael Ott's direct phone number is +163635*****

What schools did Michael Ott attend?

Michael Ott attended University Of Pennsylvania - The Wharton School, Drury University.

What skills is Michael Ott known for?

Michael Ott has skills like Investments, Management, Retirement, Leadership, Finance, Financial Planning, Strategic Financial Planning, Financial Services, Securities, Insurance, Portfolio Management, Fixed Annuities.

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