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Carlisle M
Series 66
Leonard, TX
Cornerstone Wealth Management, LLC
Carlisle Mott is a financial advisor at Cornerstone Wealth Management, LLC with 18 years of industry experience. He holds the Series 66 designation and has been with Cornerstone since 2015, also maintaining a relationship with LPL Financial since 2012. Outside of his advisory work, Mott owns and operates Mott Cattle Company, a home-based business. Cornerstone Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers asset management and financial planning services, utilizing a combination of advisor-led discretionary management, wrap-fee programs, and LPL-sponsored investment platforms to tailor advice according to client goals.
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