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Larry Mott, CFP®

Larry Mott, CFP®

Financial Advisor

Larry Mott is the Senior Vice President of Wealth Design Group, LLC. Our firm specialize in assisting Professionals, Executives and Business Owners design, implement and manage their protection and investment portfolios. Larry has been in the financial services industry since 1989. He holds a life, annuity & health insurance license and a property and casualty license. In addition, he has a FINRA Series 6, 7, 63, 66, 53, 24 & 26 securities registration. Larry is a member of the National Association of Financial Advisors (NAIFA) and the General Agency Manager’s Association (GAMA). Larry is also a Life Underwriting Training Council Fellow (LUTCF) and a Chartered Leadership Fellow (CLF) from the American College.

After graduating from Auburn University in Auburn Alabama in 1985 with a degree in Business Management, Larry began his career in sales and management by working in a family business. He also opened and operated two successful business ventures in Florida.

In 1989, Larry entered the financial services industry by joining MetLife as a Financial Service Representative. After 3 successful years in sales where he qualified for conference each year and produced at the Million Dollar Round Table level, he was promoted to Managing Director to MetLife’s WealthFinancial Solutions in Pensacola, Florida. As manager, he qualified for conference several times and earned the Regional and Territorial Office of the Year in 1999. Over the past 15 years his firm grew an average 15% per year in production and an average of 10% per year in sales power.

In 2007, Larry was promoted to Managing Director for MetLife in Houston, Texas. As manager, he developed a financial operation producing $10,000,000 of Gross Dealer Concession. He built an infrastructure consisting of 90+ advisors, 7 Agency Sales Managers, Recruiting Department, Marketing Department, Training Department, Call Center, Case Design Unit, Financial Planning Department, Advanced Marketing Specialist, Investment Specialist, and 15 Administrative Sales Support Personnel. The organization boasted a 43% 4 year agent retention.

In 2010, Larry joined AIG Financial Network and built a highly productive career agent distribution channel. As Managing Director, Larry grew the AIG Houston office to one of the largest firms in AIG. As manager, he added over 20 new agents for a total of 51 career agents and increased the total sales by 170% over prior year.

In 2014, after 25 years of financial industry experience and assisting professional, executives and small business owners, Larry joined the Wealth Design Group team to build a premier financial advisor team to support our clients with a holistic financial and protection planning.

He holds a life, annuity & health insurance license and a property and casualty license. In addition, he has a FINRA Series 6, 7, 63, 66, 53, 24 & 26 securities registration. Larry is a member of the National Association of Financial Advisors (NAIFA) and the General Agency Manager’s Association (GAMA). Larry is also a Life Underwriting Training Council Fellow (LUTCF) and a Chartered Leadership Fellow (CLF) from the American College.

 

 

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Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 3040 Post Oak Blvd, Ste 1150, Houston, Texas 77056, 281-220-2700. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Rethink Wealth is not an affiliate or subsidiary of PAS or Guardian. CA License # 0H23142 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.