Frank BottaFrank Botta, CFP®, AIF®Managing DirectorWealth Partner
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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
A calm index, a restless market
October 2, 2026As stocks and bonds increasingly move in sync, the headline rally can hide a quiet repricing. We explore why dispersion is back.Read Now
Which industries are most affected by Fed rate hikes?
October 1, 2026When the Federal Reserve hikes interest rates, borrowing costs, customer demand and valuations across industries may be impacted, from real estate and small businesses to AI data centers.Read Now
Data centers meet democracy: The backlash to the AI buildout
October 1, 2026As U.S. congressional elections approach, rising electricity prices have elevated data center oversight as a rare bipartisan issue.Read Now
How an annuity can help you plan for retirement
September 30, 2026As you approach retirement, you may be wondering what the next steps are for your investments. An annuity may help support retirement by providing a steady and predictable income stream.Read Now
One economy, two markets, one message
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September 22, 2026The One Big Beautiful Bill Act potentially increased the size of the qualified small business stock tax break. Here’s how to navigate the changes.Read Now
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Investing in the space economy: From sci-fi to reality
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Fed raises rates at September meeting: Key takeaways for investors as officials signal at least one more rate hike in 2026
September 17, 2026The Federal Reserve raised its benchmark rate for the first time in more than three years. Read our key takeaways from the September meeting, plus what to watch for next.Read NowA calm index, a restless market
October 2, 2026As stocks and bonds increasingly move in sync, the headline rally can hide a quiet repricing. We explore why dispersion is back.Read NowWhich industries are most affected by Fed rate hikes?
October 1, 2026When the Federal Reserve hikes interest rates, borrowing costs, customer demand and valuations across industries may be impacted, from real estate and small businesses to AI data centers.Read NowData centers meet democracy: The backlash to the AI buildout
October 1, 2026As U.S. congressional elections approach, rising electricity prices have elevated data center oversight as a rare bipartisan issue.Read NowHow an annuity can help you plan for retirement
September 30, 2026As you approach retirement, you may be wondering what the next steps are for your investments. An annuity may help support retirement by providing a steady and predictable income stream.Read NowOne economy, two markets, one message
September 25, 2026Rate volatility is back, but equities are taking higher yields in stride, often treating them as a growth signal rather than a stress flare.Read Now3 new changes to qualified small business stock that can supercharge tax savings
September 22, 2026The One Big Beautiful Bill Act potentially increased the size of the qualified small business stock tax break. Here’s how to navigate the changes.Read NowThe cost of capital is rising. Did stocks get the memo?
September 18, 2026The Federal Reserve hiked rates, but it's not fazing the stock market the way investors expected.Read NowInvesting in the space economy: From sci-fi to reality
September 18, 2026A roadmap to the ‘final frontier’ – answering the question on everyone’s mind: what is space beyond SpaceX?Read NowFed raises rates at September meeting: Key takeaways for investors as officials signal at least one more rate hike in 2026
September 17, 2026The Federal Reserve raised its benchmark rate for the first time in more than three years. Read our key takeaways from the September meeting, plus what to watch for next.Read Now