Phil Mott - Morgan Stanley Financial Advisor - Sarasota, FL
Morgan Stanley
Phil Mott, CFP
Associate Vice President
Financial Advisor
CERTIFIED FINANCIAL PLANNER
Associate Vice President, Wealth Management
2 North Tamiami Trail
11th Floor
Sarasota, FL 34236
tel: (941) 364-3537
toll-free: (800) 237-9441 
fax: (941) 951-2513

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 I can help you to preserve and grow your wealth. You will 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.

Associations
  • Naval Intelligence Professionals
  • Association for Intelligence Officers
  • Port Manatee Propeller Club
  • Military Officers Association
  • Navy League
Services
  • Retirement Planning
  • Asset Management
  • Access to Lending Services
  • Estate Planning Strategies
  • Alternative Investments
  • Philanthropic Services
  • 529 Plans
  • Municipal Bonds
  • Long Term Care Insurance
  • Education Planning
  • 401(k) Rollovers
  • Defined Contribution Plans
  • Insurance Services
Education and Licensing
  • BA, 1974
    College of William & Mary
    Williamsburg, VA
  • MA - National Security Affairs, 1981
    Georgetown University
    Washington, D.C.
  • Certificate in Financial Planning, 2004
Honors and Recognition
  • Item One
  • Item Two
  • Item Three
Business Experience
  • 2006 - Present: Morgan Stanley*

    Financial Advisor
    Sarasota, FL
  • 2004 - 2006: Legg Mason

    Financial Advisor
    Sarasota, FL
  • 1975 - 2004: US Navy

    Captain
    Langley, VA

Bulletin Board
  • To have a free Retirement Analysis constructed on your behalf, complete the Confidential Questionnaire available in Newsletters & Brochures and return to my attention.

  • You've worked hard to build your wealth for retirement. We can work with you to develop a strategy so your wealth works just as hard - to help you get the most out of life after retirement. To learn more, call or send an email.

  • See April On the Markets from the Global Investment Committee featuring

    “Price Matters” Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., notes the price you pay for global equities today matters more than it has in the past several years. A good price paid is the investor’s margin of safety. 

    “The Unpriced Inflation Agenda" While inflation reports have been tame so far, aggressive fiscal stimulus, a weak dollar and rising protectionism could combine to drive inflation higher than the markets—especially, the bond market—expect, warns Lisa Shalett, head of Wealth Management Investment Resources and head of Investment and Portfolio Strategies for Morgan Stanley Wealth Management.

    • “Dividend Growth Amid Rising Interest Rates” Stocks and sectors that show high dividend growth—not the highest dividend yields—are best insulated from rising inflation and interest rates, write Dan Skelly and Kevin Demers, equity strategists at Morgan Stanley Wealth Management. Some of the sectors that look promising for dividend growth are financials, growth utilities and global integrated oil.

    • Plus, look for more on the economy, equities and bonds. 

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Phil Mott holds the following registrations:
Securities Agent: CA, CO, DC, FL, GA, IA, ID, IL, MA, MD, ME, MI, MN, NC, NJ, NV, NY, PA, SC, TN, TX, VA, WA, WI; General Securities Representative; Investment Advisor Representative

NMLS#: 1268406

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Awards Disclosures

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