Phil Mott, Cfp® Email & Phone Number

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