Frank BottaFrank Botta, CFP®
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
2024 • 2023 • 2022 • 2021 • 2020 • 2019
Top Wealth Management Teams Best-In-State
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® and CERTIFIED FINANCIAL PLANNER® are registered trademarks owned by CERTIFIED FINANCIAL PLANNER Board of Standards, Inc.

Accredited Wealth Management AdvisorSM is a federally registered service mark owned by the College for Financial Planning.

Insights

Outlook

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