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Wealth management advice from BMO’s Ashley Ober

Ashley Ober Managing director, Greater Phoenix and Scottsdale BMO Private Bank
Ashley Ober
Managing director, Greater Phoenix and Scottsdale
BMO Private Bank

Ashley Ober, managing director, Greater Phoenix and Scottsdale, BMO Private Bank

Ober oversees a team of professionals dedicated to providing high net worth individuals, families and organizations, with a full range of wealth services as part of an overall personal wealth management strategy. He joined BMO in 2010 and has 29 years of experience in financial services, 24 of those in the Phoenix and Scottsdale markets.

2015 trend to watch:

“The most significant impact on wealth management in 2015 will be the increased importance and need for holistic financial planning. Far too often we see people who do not have a long-term game plan or road map for their financial lives. To a large degree, in today’s information age, investment management and banking have been commoditized. Financial planning is very personal and
customized to each person’s or families’ needs and priorities. As our population ages and the next generation inherits a tremendous amount of wealth, financial planning will have a significant impact on wealth management in the future.”

Advice for 2015:

“Make sure you have a financial plan and roadmap for your future financial life. Once you have a longterm plan in place that is customized to you and your family, you have a foundation in place to build upon. The plan should include an investment strategy that is consistent with your long-term goals and objectives. A holistic, disciplined approach is the key to future financial success.”

Best Arizona investment:

“Although it is not publicly traded at this time, I would invest my own money in
Infusionsoft, which provides the only all-in-one sales and marketing software built just for small businesses. The company has a strong business model with a recurring revenue stream. The company is well capitalized and they provide a service and product that small business cannot afford to replicate.”