Frank BottaFrank Botta, CFP®, AIF®
Managing Director
Wealth Partner

"With a reputation for transparency and honesty, I strive to do the right thing for each individual I serve."

Awards and Industry Recognition

Barron's

Top 1,200 Financial Advisors
2021 • 2020 • 2019

Forbes

Top Wealth Advisors Best-In-State
2025 • 2024 • 2023 • 2022 • 2021 • 2020 • 2019
Top Wealth Management Teams Best-In-State
2025 • 2024 • 2023

Financial Advisor IQ

Leadership Counsil
2021

About Frank

Frank Botta is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management.

As a founding member of The Botta McCarron Group, Frank offers comprehensive advisory services to high-net-worth individuals, C-suite executives and private equity/venture capital professionals, delivering tailored strategies across both sides of the balance sheet.

With a reputation for transparency and honesty, Frank strives to do the right thing for each individual that he serves. He takes a detailed and statistical approach to problem solving, and has an excellent grasp of the complex and intricate nuances that often accompany significant wealth. Clients turn to him for his in-depth financial guidance, tax-efficient orientation and risk mitigation techniques.

A graduate of New York University's Stern School of Business, Frank earned a B.S. in Accounting and Finance. He also holds a Financial Planning Certification from Boston University.

Frank began his career in 1991 at a J.P. Morgan predecessor firm, drawn to its entrepreneurial environment. He moved to Morgan Stanley in 2008 and spent almost 10 years honing his comprehensive capabilities. While there, he was recognized as a Family Wealth Director, delivering a depth of experience and breadth of knowledge in wealth planning and investment advice to the most affluent clients.

In 2017, he came back to J.P. Morgan for the freedom and flexibility of the firm's robust platforms. Frank is a member of The Boston Estate Planners Council and works with a number of national and local charities.

CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.

Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.

Insights

Business Planning

Why cash flow forecasting and succession planning matter

April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Wealth Planning

Building tax-efficient equity exposure

April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Markets

Where will tariff rates settle? 3 scenarios explained

April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.