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 November On the Markets from the Global Investment Committee featuring

    “A Pause to Refresh” Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., notes there was little investor optimism in August, but much more now. That doesn’t mean the bull market is over, but that it might be ready for a pause.

    “Investment Themes for a Transformed China” The world’s second-largest economy is turning toward its consumers and relying less on heavy industry. Learn about some ways to take advantage of that tectonic change.

    • “Conditions May Be Just Right for Convertibles” Convertible securities are an often-overlooked asset class that straddles the stock and bond worlds. They can play several roles in a portfolio.

    • Plus, look for more on the economy and option funds, as well as a Q&A featuring Simon Webber of Hartford Schroders who explains how prospects for the European economy and stock market are improving.

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

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

NMLS#: 1268406

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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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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Awards Disclosures

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