Gary Ott

gott@swsllc.com – 636-590-7164

Senior Financial Consultant

Gary Ott is a financial services veteran with more than 41 years of experience as a financial advisor.  He joined the industry working with The Equitable Life Assurance Society of the United States, known today as AXA Advisors.  He has earned both the Chartered Life Underwriter CLU®  and the Chartered Financial Consultant ChFC®  designations.  Gary has also received received the “Certificate in Retirement Planning” from the prestigious Wharton School of Business.  Gary is a member of the National Association of Insurance and Financial Advisors, NAIFA and the Financial Planning Association, FPA.

Gary is past Chairperson for the DePaul Health Center Foundation in St. Louis and a sponsor of the YMCA’s “Partners in Youth”.   He has served as a Board Member of the “Make-A-Wish Foundation” of Metro St. Louis, Inc. and was instrumental in growing the organization from its infancy.  Gary and his wife Mary split their time between their home in Chesterfield, MO and the Lake of the Ozarks.  They love spending time with their two children, Mike and Lauren and their six wonderful grandchildren.

 

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OUR LOCATIONS

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info@swsllc.com

Chesterfield, Missouri
16020 Swingley Ridge Rd.
Suite 110
Chesterfield, MO 63017
636.532.0088
(F) 636.532.4425

Jefferson City, Missouri
2411 Hyde Park
Jefferson City, MO 65109
573.636.0914
(F) 573.636.0910

Springfield, Missouri
2833B E. Battlefield Road
Suite 112
Springfield, MO 65804
417.881.3919
(F) 417.881.5051

© Summit Wealth Strategies 2016                   Disclosures Page

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