OUR MISSION STATEMENT
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Experience, intellectual capital and dedicated personal service to help you meet your life goals
As your Financial Advisors, we 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 we can help you to preserve and grow your 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.
Watch the video below and explore the rest of our website to discover what The Credo Group at Morgan Stanley can do for you and your family.
It's never been more important to create a plan that can help secure your future and guide you to your goals. The question we pose to you, whether you are saving for retirement or living in retirement, is this - can you afford to risk your hard earned retirement savings? We encourage you to think about this while the market continues to trend upwards because, just a decade ago (2000-2009), the S&P 500 experienced a "lost decade" where total return including dividends was -9.1%*. As your Financial Advisors we make it our priority to work with you to discover what matters most to you and your family. Join my team for a complimentary portfolio risk review, where we will "stress test" your current portfolio and demonstrate how we seek to mitigate risk in our portfolios using volatility calming techniques. Please call Andrea Merritt at (941)-364-7420 to schedule your complimentary risk analysis review.
* Investopedia quoting of Paul Krugman
1. This functionality is currently limited and will expand with future phases of the tool.
Past performance is no guarantee of future results. Estimates of future performance are based on assumptions that may not be realized. This material is not a solicitation of any offer to buy or sell any security or other
financial instrument or to participate in any trading strategy. Please refer to important information, disclosures and qualifications at the end of this material.The Standard & Poor's (S&P) 500 Index tracks the performance of 500 widely held, large-capitalization US stocks. An investment cannot be made directly in a market index. Information contained herein has been obtained from sources considered to be reliable, but we do not guarantee their accuracy or completeness. Morgan Stanley Smith Barney LLC. Member SIPC. CRC 2118051 5/18
As a Morgan Stanley client, you can view your accounts from other financial institutions on any device, with Morgan Stanley Online or by using the Morgan Stanley Mobile App. With full visibility of your assets and liabilities all in one place, we can obtain a comprehensive view of your total wealth to help you track your goals or start planning for your future.
Reserved Living & Giving is a complimentary loyalty program, with over 50 offers and discounts from premier brands, designed to enhance your lifestyle beyond traditional wealth management services. The program provides access to exclusive partner offers, insights from Morgan Stanley thought leaders and inspiring philanthropic stories.
Reserved clients can take advantage of a wide range of offers, including:
- Travel and cultural experiences from best-in-class planners
- Special pricing from iconic beauty, retail and automotive brands
- The latest fashion, wine and sweets from select emerging brands
Whether you'd like to get behind the wheel of your dream car, enjoy the perfect wine pairing with every meal, or choose a thoughtful gift, you'll find unique opportunities with Reserved Living & Giving. Best of all, you can share the shopping treasures, travel adventures and simple pleasures with your family.
Ask us how you and your family can begin to take advantage of these wonderful offers.
Click the link below for more information:
Reserved Living & Giving Offers .
Mr. Mott is a financial advisor in the Wealth Management group at Morgan Stanley focusing on retirement income; investment management; asset allocation; education funding; lending, liquidity, and cash flow planning; and in life, disability, and long term care insurance. Prior to joining Morgan Stanley, Mr. Mott served in the US Navy as a surface warfare and intelligence officer for 29 plus years involving deployments and assignments to the Mediterranean and Norwegian Seas, Persian Gulf, Haiti, Germany, and Iraq. His final assignment was as the US Navy’s liaison officer to the Central Intelligence Agency. Mr. Mott has a B.A. in Government from the College of William and Mary and a M.A. in National Security Affairs from Georgetown University. He is a Certified Financial Planner™ and holds Series 7, 63, and 66 registrations.
Mr. Mott is active in the Sarasota and Manatee Chambers of Commerce, Manatee Economic Development Council, and Port Manatee Propeller Club.
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
Born into a military family, Mark spent his youth in various cities across the US and Europe. He is a graduate of the University of Massachusetts and holds a BS degree in Finance and HR Management. Directly after graduating, Mark went to work with PeopleExpress airline as a Customer Service Manager. Mark came to Sarasota for vacation in 1982 and fell in love with the small town feel that brings so many here and never looked back. He began his career as a financial advisor in 1995. When he’s not at work, you can find Mark at small concert venues around Sarasota, where he plays lead guitar with some of the best musicians in country.
Securities Agent: AL, CA, CO, DC, FL, GA, IA, ID, IL, KS, MA, MD, MI, NC, NJ, NV, NY, OH, PA, RI, SC, TN, TX, VA, WA; General Securities Representative; Investment Advisor Representative
Andrea began her career in the financial industry as a receptionist with Legg Mason in 1997. She was quickly promoted to a client service associate where she was able to display her strong customer service skills. In 2000 she accepted an offer to work as a Trust Specialist Assistant at Citi Trust/Smith Barney enabling her to further honed her customer skills and her knowledge of our industry. Via the merger of Morgan Stanley/ Smith Barney in 2005, she has come to her present position as Senior Client Service Associate. Andrea has been recognized by our firm continuously: 2012 Outstanding Service Award – 2013 Wow Award –Certificate of Accomplishment 2017 for Digital Leader. When Andrea is not working, she enjoys playing with her grandchildren and touring the countryside on her Harley Davidson.
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Creating customized financial strategies for the challenges that today's families face.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
One in 3 Americans fell victim to cybercrime last year. Be prepared with these basic tips to protect yourself against common threats.
Our new platform, Morgan Stanley Goals Planning System, will connect your investment strategy to what matters most to you.
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.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .
*Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC
* Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
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