Josh Mott

Corporate Retirement Director, Financial Wellness Director at Graystone Consulting, Morgan Stanley

📍 Greater Houston, United States

Josh Mott is a Corporate Retirement Director and Institutional Consultant with Graystone Consulting, Morgan Stanley. A University of Houston alumnus with a C(k)P® certification, he has been recognized by Forbes as a Top Next-Gen Wealth Advisor and by NAPA as a top retirement plan advisor under 40.

Based in Houston, Joshs connection to the University of Houston suggests a likely interest in local sports, including collegiate and professional teams. He appears focused on community and economic achievements based on his professional posts.

Unique Fact: He is a multi-year recipient of the “Aces” award, recognizing him as one of the Top 100 Retirement Plan Advisors Under 40 in the nation.

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Experience

12 Years

Current Role

Corporate Retirement Director, Financial Wellness Director

Job Level

Mid-senior

Location

Greater Houston, United States

Personality Overview

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Priorities

Topics Josh cares about

Retirement Planning

Passionate about helping people save for retirement, frequently sharing guides and advice, especially for younger investors like Millennials and Gen Z.

Investment Strategy

He often discusses market dynamics and investment options in response to economic events, such as Federal Reserve rate cuts and their impact on cash returns.

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Career

Work history

1-2013

Corporate Retirement Director, Financial Wellness Director

Graystone Consulting, Morgan Stanley

In the press

Media appearances

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Education

2021 - 2021

Certified 401(k) Professional - C(k)P

UCLA Anderson School of Management

Bachelor of Science (BS)

University of Houston

Social presence

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