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 1200 Financial Advisors
2021 • 2020 • 2019

Forbes

Best-In-State Wealth Advisors
2021 • 2020 • 2019

Financial Advisor IQ

Leadership Council
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. He was recognized as a Forbes Best-In-State Wealth Advisor in 2021, 2020 and 2019, and a Barron's Top 1200 Financial Advisor in 2021, 2020 and 2019. Since 2021, Frank has been a member of the Financial Advisor IQ Leadership Council.

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.

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