WALTHAM, Mass.–(BUSINESS WIRE)–Commonwealth Financial Network, the nation’s largest privately held Registered Investment Adviser–independent broker/dealer, congratulates affiliated advisor Ashley Ott, CFP®, AIF®, partner at Vantage Point Financial based in Boston, Massachusetts, on being named to the InvestmentNews 40 Under 40 list for 2019. The list was published in the June 15 issue of InvestmentNews and is featured online.
The sixth annual 40 Under 40 project spotlights 40 dynamic honorees, all younger than 40, who were selected from a pool of approximately 1,000 nominees by a panel of reporters, editors, and other representatives of InvestmentNews. Winners were chosen based on their level of accomplishment, contribution to the financial advice industry, leadership, and promise for the future.* For more information, visit investmentnews.com.
“Congratulations to Ashley Ott on being recognized by InvestmentNews as one of the remarkable professionals who represent the future of our industry,” said Wayne Bloom, CEO of Commonwealth. “Ashley’s passionate commitment to helping her clients achieve the power of financial independence solidified her place on this list of young talent. Commonwealth is honored to provide Ashley with the support and resources she needs to help her clients reach their goals.”
About Commonwealth Financial Network
Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation’s largest privately held Registered Investment Adviser–independent broker/dealer, with headquarters in Waltham, Massachusetts, and San Diego, California. J.D. Power ranks Commonwealth “Highest in Independent Advisor Satisfaction Among Financial Investment Firms, Five Times in a Row.” The firm supports approximately 1,950 independent financial advisors nationwide. For more information, please visit www.commonwealth.com.
Commonwealth received the highest score in the independent advisor segment of the J.D. Power 2010, 2012, 2013, 2014, and 2018 Financial Advisor Satisfaction Studies of customers’ satisfaction among financial advisors. Visit jdpower.com/awards.
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*Nominations were solicited from InvestmentNews readers and financial planning industry professionals. Nominees must be 39 or younger and are judged, by the editors of InvestmentNews, on their accomplishments, industry contributions, leadership, and promise (i.e., passion, enthusiasm, and ideas). Approximately 1,000 advisors were considered; 4 percent of candidates were named to the list. Individuals were selected based solely on the subjective opinions of InvestmentNews editors, and selection is not indicative of the advisor’s future performance. Your experience may vary.
Contacts
Jacquelyn Marchand
Senior Manager, Media Relations
Commonwealth Financial Network
www.commonwealth.com
781.736.7980, x9584
[email protected]
