Phil Mott, Cfp®

Phil Mott, Cfp® Email and Phone Number

Vice President, Wealth Management, Alternative Investments Director, Financial Advisor at Morgan Stanley @ Morgan Stanley
New York City
Phil Mott, Cfp®'s Location
North Port-Sarasota Area, United States, United States
Phil Mott, Cfp®'s Contact Details

Phil Mott, Cfp® work email

Phil Mott, Cfp® personal email

n/a

Phil Mott, Cfp® phone numbers

About Phil Mott, Cfp®

Mr. Mott is a Financial Advisor in the Wealth Management group at Morgan Stanley focusing on retirement income; investment management; asset allocation; education funding; lending, liquidity, and cash flow planning; and in life, disability, and long term care insurance. Prior to joining Morgan Stanley, Mr. Mott served in the US Navy as a surface warfare and intelligence officer for 29 plus years involving deployments and assignments to the Mediterranean and Norwegian Seas, Persian Gulf, Haiti, Germany, and Iraq. His final assignment was as the US Navy’s liaison officer to the Central Intelligence Agency. Mr. Mott has a B.A. in Government from the College of William and Mary and a M.A. in National Security Affairs from Georgetown University. He is a Certified Financial Planner™ and holds Series 7, 63, and 66 registrations.Mr. Mott is active in the Sarasota and Manatee Chambers of Commerce, Manatee Economic Development Council, and Port Manatee Propeller Club.©2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlFor more information on the designation(s) listed above, go to: https://advisor.morganstanley.com/the-credo-groupAsset allocation does not guarantee a profit or protect against a loss in a declining financial market.Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank.  Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.NMLS#1268406CA Insurance Lic. #OF73811

Phil Mott, Cfp®'s Current Company Details
Morgan Stanley

Morgan Stanley

View
Vice President, Wealth Management, Alternative Investments Director, Financial Advisor at Morgan Stanley
New York City
Employees:
501
Company phone:
(212)761-4000
Phil Mott, Cfp® Work Experience Details
  • Morgan Stanley
    Vice President, Financial Advisor- The Credo Group
    Morgan Stanley Feb 2006 - Present
    New York, Ny, Us
    Areas of Focus:· Alternative Investments· Annuities· Annuity Planning· Asset Liability· ETFs· Family Financial Planning· Family Wealth· Family Wealth Planning · Family Wealth Management· Liability Insurance· Life Insurance· Liquidity Risk Management· Retirement· Retirement Planning· Trusts· 1031 Exchange· 401kMorgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third‐party corporate trustee.
  • Us Navy
    Captain
    Us Navy Feb 1975 - Aug 2004
    Washington, Dc, Us
    USN Liaison at CIADeputy Director of Intelligence at European CommandAssistant Chief of Staff for Intelligence at Atlantic FleetAssistant Chief of Staff for Intelligence at Second Fleet

Phil Mott, Cfp® Education Details

  • Georgetown University
    Georgetown University
    National Securities Affairs
  • The College Of William And Mary
    The College Of William And Mary
    Ba Government
  • Mooresville High School
    Mooresville High School

Frequently Asked Questions about Phil Mott, Cfp®

What company does Phil Mott, Cfp® work for?

Phil Mott, Cfp® works for Morgan Stanley

What is Phil Mott, Cfp®'s role at the current company?

Phil Mott, Cfp®'s current role is Vice President, Wealth Management, Alternative Investments Director, Financial Advisor at Morgan Stanley.

What is Phil Mott, Cfp®'s email address?

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What is Phil Mott, Cfp®'s direct phone number?

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What schools did Phil Mott, Cfp® attend?

Phil Mott, Cfp® attended Georgetown University, The College Of William And Mary, Mooresville High School.

What are some of Phil Mott, Cfp®'s interests?

Phil Mott, Cfp® has interest in Financial Planning, Second Career Experiences, Investor Behavior.

Who are Phil Mott, Cfp®'s colleagues?

Phil Mott, Cfp®'s colleagues are Aditi Adhikari, Clifton Murzello, Takeshi Yamaguchi, Prakash Shindalkar, Srinivas B, Kyle Wolseley, Debra Charish Kamen.

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