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

Wealth Planning

You’ve decided to share your wealth with family. Now what?

May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
Family Legacy

Financial considerations for multigenerational households

May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
Wealth Planning

The art of making your estate plan matter: Using your superpower as a “wise giver”

May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
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