Josh Mott

Financial Advisor
Morgan Stanley - Graystone Consulting

Josh Mott brings extensive experience serving institutional clients through Morgan Stanley's Graystone Consulting platform, with a particular focus on retirement plan sponsors and fiduciaries. He works closely with plan committees to navigate the complexities of plan design, investment selection, and fiduciary governance, helping organizations create retirement programs that support their employees' financial futures. Josh takes a consultative approach to understanding each client's unique objectives and challenges, providing tailored solutions that align with their organizational mission and participant needs. His team at Graystone Consulting leverages Morgan Stanley's institutional resources and research capabilities to deliver comprehensive retirement plan consulting services, from investment monitoring and benchmarking to participant education and regulatory guidance.

713-966-6823
Houston, TX
Retirement Plans: 220
Participants: 750,000