$1.9B Omaha private bank team joins Private Wealth. Meet the team here →

private wealth
Kristen Mott

Kristen Mott, CTFA

Associate Wealth Advisor

Average Length of Client Relationships: 7 years

Years of Experience: 15 years

Educational Background

  • University of Iowa, BFA, Graphic Design


  • Certified Trust and Fiduciary Advisor (CTFA®)
  • Graduate, Wells Fargo Advising with Impact
  • Graduate, Wells Fargo Family Dynamics Training

Other Notable Information

  • Kristen’s niche is working with families, bringing to bear her experience in budgeting and bill pay, family educational planning, tax preparation management, and trust and estate planning.
  • She is skilled in partnering with her clients to navigate their financial planning and fiduciary banking needs.