Northshore magazine showcases the best that the North Shore of Boston, MA has to offer.
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Leading Financial Advisors on the North Shore Financial Advisors Demand the Best of Your Family's Wealth 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 "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 under- standing 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 im- portant 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 special- ized field; it is about tax planning, estate planning, family structures, gifting, asset protection and multiple genera- tion planning, and it is important to understand the family dynamic in order to create a financial plan that is custom- ized 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 Stan- ley 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 gov- ernance 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 gen- erations to enjoy your wealth without worry. Achieving that end begins with PR OMO TION Morgan Stanley Smith Barney LLC. Member SIPC.