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Lia Mote

Senior Proposal and Marketing Strategist | Financial Advisor

Contact Information

900 S Capital of Texas Hwy, Ste 350, Austin, TX 78746
Phone: 512-600-5321 | Fax: 737-704-0460

Background

Lia Mote is the Senior Proposal and Marketing Strategist for Trusted Capital Group, a Hub International company. 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 has also served as a public member of the Texas State Board of Dental Examiners as an appointee by Texas Governor, Rick Perry.

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.

Areas of Focus

  • Financial planning
Investment advisory services offered through TCG Advisors, an SEC registered investment advisor. Insurance Services offered through HUB International.

HUB International, owns and operates several other entities which provide various services to employers and individuals across the U.S.

*Some of the services listed above may be provided outside of HUB International and its affiliates.

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DISCLOSURES
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.

This website is not authorized for use as an offer of sale or a solicitation of an offer to purchase investments. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or as an offer to provide advisory or other services in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.

Past performance may not be indicative of any future results. No current or prospective client should assume that the future performance of any investment or investment strategy referenced directly or indirectly in this brochure will perform in the same manner in the future. Different types of investments and investment strategies involve varying degrees of risk—all investing involves risk—and may experience positive or negative growth. Nothing in this brochure should be construed as guaranteeing any investment performance.

This website may contain forward-looking statements and projections that are based on our current beliefs and assumptions on information currently available that we believe to be reasonable; however, such statements necessarily involve risks, uncertainties, and assumptions, and prospective investors may not put undue reliance on any of these statements.