Dan Mott
Wealth Management Advisor, First Vice President at Merrill Lynch
Based in Westlake, United States
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Seniority
Vp
Department
Sales & Business Development
Location
Westlake
Industry
Financial Services
Company size
35K
Contact information
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d•••••••@ml.com
Phone
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Background
About Dan Mott
I believe that life is a journey, and along the way we all find people who aid us in getting to our destination. Many have helped me on my journey, and now I assist families, business owners, and professionals in growing and preserving their wealth so they can live life on their terms and reach their own unique destinations. I enjoy hearing the plans people have for themselves and their families and it excites me to help them map out the way for them to achieve their goals.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S.*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for wealth advisors.
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