Barbara A. Mott, CFP®, EA

Licensed to practice as an Enrolled Agent before the IRS and a former tax course instructor, Barbara has 40 years of tax preparation and planning experience. Barbara holds the CFP™ designation and is a registered sales assistant with JW Cole Financial.

In addition to her career, Barbara is an active member of The Bridge Church and previously served on the Board of Directors for Care Net. In her personal time, she enjoys traveling with Mike, participating in hobbies such as stained glass, and spending time with family, which includes three daughters, four granddaughters and one grandson

Our primary regulator, FINRA, provides numerous investor education materials. One resource is Broker Check, which provides information about firms and financial advisors.

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415 32nd Street West
Bradenton, Florida 34205
Office 941.746.3216

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