As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
- Naval Intelligence Professionals
- Association for Intelligence Officers
- Port Manatee Propeller Club
- Military Officers Association
- Navy League
- Retirement Planning
- Asset Management
- Lending Services
- Estate Planning
- Alternative Investments
- Philanthropic Services
- 529 Plans
- Municipal Bonds
- Long Term Care Insurance
- Education Planning
- 401k Rollovers
- Defined Contribution Plans
- Insurance Services
- BA, 1974
College of William & Mary
Williamsburg, VA - MA - National Security Affairs, 1981
Georgetown University
Washington, D.C. - Certificate in Financial Planning, 2004
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- 2006
- Present: Morgan Stanley Smith Barney
Financial Advisor
Sarasota, FL - 2004
- 2006: Legg Mason
Financial Advisor
Sarasota, FL - 1975
- 2004: US Navy
Captain
Langley, VA
If you are in transition, changing jobs or careers, call or email.
A change in employers can be an ideal time to decide what you want to do with your accumulated retirement funds. Whether it’s rolling over to an IRA or leaving the funds in your former employer’s 401(k) plan, call or email us to see how we can help you make informed decisions.
The Free Forever IRASM Add, transfer and/or roll over $50,000 or more to a Morgan Stanley Smith Barney IRA and we will waive your annual maintenance fee for the life of the account. Other product fees and charges apply (e.g., commissions).
Act now – this offer is only available until May 31, 2012.
Phil Mott is licensed in the following state(s):
AL, CA, CO, DC, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, MI, MN, NC, NJ, NY, PA, RI, SC, TX, VA, WA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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