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 powerhouse to help meet the complex, and often, unique needs of families with wealth.
As specially designated Financial Advisors, we and our team can help provide you with unparalleled 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 member of our team is highly skilled in analyzing the complex opportunities and challenges you may face.
Personal attention and global resources—the combination creates an award-winning offering for our wealthiest clients and their families. We welcome you and look forward to a fruitful and long-lasting relationship.
Frank Botta & Dan McCarron
Family Wealth Director
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