WHO WE ARE
So, who is Mott & Associates? The answer is simple. We are an experienced, qualified financial services organization. We bring together under one roof every resource our clients need to secure some of what is most important in life.
So, what are your dreams for retirement? After a lifetime of hard work, what do you hope to achieve as you plan for your well-deserved second act? It’s time to understand the critical drivers that — in your eyes — will denote a successful, fulfilling retirement.
At Mott & Associates, we take a level-headed approach to growing your nest egg and helping you achieve live-long income based on these retirement goals.
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One of the many things that sets Mott & Associates apart is our focus on bringing together a wide breadth of talent and financial planning services. Our team of experts is always on hand to assist you with everything from financial profiles and comprehensive financial planning to insurance, investments (through J.W. Cole Financial) and tax planning.
Our specialty, of course, is helping our clients plan for an active, fulfilling retirement. Some of our more popular services include financial planning, periodic plan and strategy updates, investment tax planning, and periodic estate plan assessment.
In 1982, J. Michael and Barbara Mott founded Mott & Associates in response to demand for financial planning services within Manatee County. Originally an accounting and tax service firm, Mott & Associates initially catered to individuals and small business owners with the goal to assist clients in every aspect of their financial lives. The transition to comprehensive wealth management began in 1986, however, and both Mike and Barbara earned their Certified Financial Planner designations in 1988.
J. Michael Mott, CFP®
Director of Client Relations
Jude Wilson, CFP®
Owner & Managing Director
Client Service Representative
Barbara A. Mott, CFP®, EA
Certified Financial Planner
Samantha Wilson, MBA
Director of Marketing