Morgan Stanley Smith Barney
“In the specialized field of wealth management it is essential for Financial Advisors to understand their clients’ family goals. We have always believed that without understanding a family’s specific goals it is impossible to create the right financial plan. Often times Financial Advisors are more interested in managing client’s money within their financial models, rather than understanding what the client really needs. For example, a family that has more money than they will ever need in their lifetime, which are now focused on the passage of wealth to future generations or on philanthropic planning, are going to have vastly different risk levels than a family who is in the wealth building stage of their lives. This is why it is important for us to understand where you are today, and where you want to be in the future. Managing money for people of substantial means is a very specialized field; it is about tax planning, estate planning, family structures, gifting, asset protection and multiple generation planning, and it is important to understand the family dynamic in order to create a financial plan that is customized in order to help meet the client’s needs. Managing the assets is only part of the process, but not all of it.” The Botta-McCarron Group at Morgan Stanley Smith Barney
As family wealth directors, we would like to invite you to a very individualized experience of global financial strength.
The Botta-McCarron Group utilizes the vast resources of a world-class financial organization to help meet the complex, and often, unique needs of families with wealth. As Financial Advisors, we and our team can help provide you with access to some of Morgan Stanley Smith Barney’s most specialized wealth advisory services such as family governance and dynamics, philanthropic services and aggregated reporting. Each Financial Advisor on our team is highly skilled in analyzing the complex opportunities and challenges you may face. Personal attention and global resources-the combination creates a high quality offering for our wealthiest clients and their families.
Making Life and Wealth Work Together Our goal is for you and future generations to enjoy your wealth without worry. Achieving that end begins with distinguished advisory capabilities, which are essential elements-indeed, prerequisites-for the work we do. As a customized strategy takes shape, our access to sophisticated resources and exclusive, tailored investment opportunities may help make sure your wealth is used to its full potential. The members of the Botta-McCarron Group bring a combined total of 60 years* of experience helping meet the needs of high-net-worth individuals, their families and businesses. Our consultative approach means we seek to understand your vision, your preferences and your unique circumstances before we formulate the wealth strategy that helps to meet your needs.
Bringing You Both Intellectual Strength and Outstanding Services Because we understand that significant wealth may cause a great deal of complexity, our goal is to bring balance to your financial life with close attention to detail. You may need institutional-caliber investment capabilities. You may also be looking for a new caretaker for a vacation home; someone to handle the consignment of your artwork; advice to help conduct business abroad; or a strategy that turns the value of your restricted stock into seed money for your daughter’s start-up firm. We look at these situations with well-trained eyes. Years of experience with some of the world’s wealthiest families have honed our ability to help anticipate opportunities and given us the wisdom to discern what makes the most sense for a given individual or group. With first-class capabilities all over the world we can execute a strategy suited to your needs, always with the goal of expanding the possibilities that your resources represent.
We invite you to be a member of our “club”, because that is how we view it. We are not for every family, but for those who feel our approach to wealth planning is the right fit for their needs. Chemistry is everything and we would like to start the journey of getting to know each other to see if there is a good fit.
Frank Botta, CFP®
Frank has been a Certified Financial Planner® since 2003, and is also a Family Wealth Director at Morgan Stanley Smith Barney, a designation earned by less than 1 percent of the 18,000 financial advisors at the firm. To view more information on Frank, Dan and the rest of the group please visit the Botta-McCarron group website at:
www.morganstanley.com/fa/thebotta-mccarrongroup
Frank has lived on the North Shore for the past 15 years with his wife Jean, son Drew and daughter Olivia. He is a member of Salem Country Club, coaches Nahant Youth Soccer and Nahant Little League and sits on the board. Also, Frank is involved with the MSPCA as well as other local charities.
Frank Botta, CFP®
Financial Advisor-
Senior Vice President
Family Wealth Director
The Botta-McCarron Group at Morgan Stanley Smith Barney
125 High Street, 24th Floor, Boston, MA 02110
617-748-5826, Frank.Botta@morgan
stanleysmithbarney.com, www.morganstanley.com/fa/thebotta-mccarrongroup