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Frank Botta
J.P. Morgan Wealth ManagementBostonManaging Director, Wealth Partner
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Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research. This advisor has paid a fee to receive expanded profile features, such as profile photo and contact information.

Forbes Lists

#38
Massachusetts - Boston (Private Wealth)
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
Source: Forbes.com (Awarded Jan 2024) Data Compiled By Shook Research LLC Based On Time Period From 3/31/22-3/31/23.
About Frank Botta
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 fin... Read More
The description above is provided by Frank.
J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states
 
 INVESTMENT AND INSURANCE PRODUCTS: 
 • NOT A DEPOSIT • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NO BANK GUARANTEE • MAY LOSE VALUE
Contact Frank
frank.botta@jpmorgan.com
(617) 654-2273
50 Rowes Wharf 4th Floor, Boston, Massachusetts 02110
Asset Summary
As of Jun, 2023
$0
Min Account Size For New Business
$5-150M
Typical Size Of Households
$5-600M
Typical Net Worth Of Relationships
$1.5B
Team Assets (Custodied)
Appears On