Michael Ott Email and Phone Number
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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.
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Company OwnerLegacy Performance Academy Aug 2020 - PresentChesterfield, Missouri, United StatesOwner of Legacy Performance Academy, STL Legacy Baseball and Klutch Baseball -
Managing Partner, Wealth ManagerSummit Wealth Strategies Apr 2006 - PresentGreater St. Louis AreaI 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. -
Investment Banking ManagerCiti Dec 2003 - Mar 2006Took 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
Michael Ott Education Details
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Financial Planning -
Accounting, Business Management, International Studies
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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Michael Ott
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