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Who We Are What We Do
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In August 2000 after more than 15 years as a commissioned-based financial advisor with a major brokerage firm, Joseph M. Mott, III, along with two associates who shared his desire to create a fee-only financial advisory firm built on Christian principles, founded Mott & Associates Inc.
Their goal was to create a firm with a unique plate of services and fee structure that would satisfy all of an ideal client's financial needs while demonstrating a genuine concern for their quality of life. The firm's mission is to "create financial strategies for living a life of value."
It is the desire and aim of Mott & Associates Inc to assist our clients in living a life of value. We do this by providing services to our clients that assist them in identifying what is important to them, what their financial situation is and how to achieve personal and financial goals so that they may live a life of value focused on things that are most important to them.
Our focus on living a life of value and a life that honors the God we serve is the cornerstone that will make our firm, our clients and our employees successful.
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Mott & Associates Inc's Principal
Joseph M. Mott, III, CFP
Joseph M. Mott, III, a Louisiana native, earned a Bachelor of Science in Civil Engineering from Louisiana State University and a Master of Business Administration at Washington University in St Louis, MO.
Mr. Mott has successfully completed the NASD (National Association of Securities Dealers) Series 7 General Securities Examination, the Series 8 General Sales Supervisor Exam, Series 24 General Securities Principal Exam, Series 63 Uniform State Law Exam and Series 65 Registered Investment Advisor Exam. In 1987, Mr. Mott successfully completed the requirements to become a Certified Financial Planner (CFP) and as a CFP licensee completes extensive continuing education requirements each year in the field of financial planning.
Prior to establishing Mott & Associates Inc, Mr. Mott was associated with the investment firm of Edward Jones as an investment representative in the Mooresville, North Carolina office. In 1988, Mott was named a general principal with Edward Jones and lead both Insurance and Annuity Marketing Operations and the Training Department during his tenure.
On August 4, 2007, Dave Ramsey and The Lampo Group, Inc. certified that Mr. Mott had satisfactorily completed the Certified Financial Counselor Training Pogram.
Mr. Mott is currently a member of the Financial Planning Association (FPA) and the Charlotte Chapter of the FPA. He is also a charter member of Kingdom Advisors.
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Founding Associate
Melia S. Richardson, RP
Melia S. Richardson is a native of North Carolina and has more than 20 years experience in the financial services industry. Prior to joining Mott & Associates Inc, Mrs. Richardson was employed by the investment firm of Edward Jones as Senior Branch Office Administrator where her responsibilities included office management, client service, trust and estate administration and was named a limited partner in the Jones Financial Companies in 1994.
While an associate with Edward Jones, Mrs. Richardson completed extensive training and continuing education. In October 2002, Mrs. Richardson completed study and examination requirements through the College of Financial Planning earning the Registered Paraplanner designation.
Mrs. Richardson's primary responsibilities include assisting Mr. Mott, overseeing company operations, client performance reporting and billing and company bookkeeping.
What We Do
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