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Meet Lia Mote

December 9, 2020

Lia Mote is the Senior Proposal and Marketing Strategist for Trusted Capital Group. Lia joined TCG in August of 2020 bringing over 25 years of financial services, marketing strategy, strategic communications, sales and professional speaking and speech coaching experience.

Lia’s experience in financial services began in mid 1990’s in Denver, Colorado where she worked as an agent in institutional sales for MetLife Insurance Company and then as a registered representative for a Registered Investment Advisor firm, Global Planning, Inc. 

In 2007, Lia began a strategic communications consulting firm, LV Mote Group where she continued to work until 2019.  She brings strategic communication experience having consulted and worked in the financial services, commercial real estate, and government sectors. Before joining TCG Lia was an editor for the Office of the Governor or Texas and a financial advisor with Edward Jones in Austin, Texas.

Lia currently holds a Series 66 and Series 7 FINRA securities licenses, as well as the life and health insurance licenses. She holds a Master of Arts degree in Dramatic Production and a Bachelor of Arts degree in Public Speaking from Bob Jones University in Greenville, South Carolina.

Lia enjoys spending time with her husband, Tom and her two children.  As an immigrant from Greece, she loves traveling, especially back to Greece and beyond. She is always ready for a game of competitive volleyball or a long hike.

 

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TCG Advisory Services, LLC ("TCG Advisors") is a registered investment advisor regulated by the U.S. Securities and Exchange Commission (SEC) subject to the Rules and Regulations of the Investment Advisor Act of 1940, and is a part of TCG Group Holdings, LLP. Registration with the U.S. Securities and Exchange Commission does not imply a certain level of skill or training. We are located in Austin, Texas. A copy of our Form ADV Part 2 is available upon request.

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