OUR MISSION STATEMENT
Excellence in family wealth planning for your family’s unique goals
Excellence in family wealth planning for your family’s unique goals
At The Park Cities Group, our financial planners assist people when they need it the most—during life’s major transitions. During these transitions we believe there is no substitute for professional financial counsel that is reasoned, rational, and scrupulously objective. Many of our clients have already achieved financial independence and are looking forward to the next phase of their life. We help them complete their journey by taking a holistic view of their finances and developing customized strategies that go far beyond investing. Their comprehensive financial plans encompass cash flow and debt management, risk management, estate planning, and a variety of other topics specific to their situation. Our distinctive process adds clarification to even the blurriest of financial pictures and enables them to proceed toward their objectives with renewed focus. In short, we believe that we have the ability to find simple strategies to complex wealth issues.
We have a well-defined financial planning process that reduces anxiety, saves time, and adds clarity to our clients for purposes of eliminating their Fears, addressing their Hopes and achieving their Dreams. (Please click the link below to learn more)
Understanding your athletic stance
As a former professional athlete with the Boston Red Sox, Jason Bottenfield, CFP® understands that having your arms in front of your body, being slightly bent at the knees, and feet shoulder width apart is the traditional starting point for an athlete; their athletic stance.
Much like a good “athletic stance” does for you in sports; Jason will development a holistic wealth plan – your financial athletic stance – that tracks your retirement plans, desired spending needs, your value on social media and planning for lump-sum endorsement checks. With some professional sports leagues having more than four (4) team/league funded retirement accounts with various vesting requirements, and other CBA benefits that are not overly promoted to the athletes; you need someone to track more than just your cash and investments accounts like a typical financial advisor would do.
Whether you are a rookie working to the second contract or a veteran with a late start on finding your financial “athletic stance”; it is never too late to engage an experienced CERTIFIED FINANCIAL PLANNER™ like Jason Bottenfield to help you secure the future lifestyle you want off the field.
Baseball – Football – Hockey - Motorsports Racing
After earning my Bachelor of Science degree in business with a minor in finance from the University of Kansas, I began my investment career with Fidelity Investments in 1999. I later moved to Morgan Stanley where I focus on advising high-net worth clients.
My clients appreciate my financial analytical abilities as well as my natural ability to connect with them on a more personal level. They understand that I deeply care about both their financial needs and personal needs. From my experience in working with families, I have come to understand that family dynamics are often complicated and require customized planning. More importantly, I combine effective listening and thorough research to provide clients with a boutique style of financial planning that enables my clients to achieve their objectives at every turn in their financial lives.
A significant part of my process in helping clients is to link them with philanthropic opportunities, what I call “advising to make a difference”. I have found often times the satisfaction that comes from career success alone can be fleeting; therefore, I believe it is important to give back through community involvement. For the past decade, I have devoted myself to philanthropic efforts that closely align with my own Jewish heritage. My concentrated efforts have involved community service work with the Jewish Federation of Greater Dallas, which is the central coordinating fundraising agency for the Dallas Jewish community supporting a network of 29 organizations. In addition, I am also a founding board member of Jewish Education Texas (JET), and a board member of Community Homes for Adults (CHAI).
Finally, I attribute a large share of my success to my wife, Roxy. She is my best friend and sounding board in business, life and philanthropy. She provides me with great support and encouragement in my work and all of my philanthropic goals and commitments. Away from the office, I enjoy riding my bike, traveling, and spending time with Roxy and my two children, Ava and David.
Securities Agent: AR, AZ, CA, CO, CT, DE, FL, GA, IL, LA, MD, ME, MI, MO, NC, NJ, NY, OH, OK, OR, PA, RI, TX, VA; General Securities Representative; Investment Advisor Representative; Managed Futures
Jason Bottenfield, CFP® CDFA™ – founding member of The Park Cities Group at Morgan Stanley Wealth Management. Jason brings over 15 years of professional experience and credentialed training to the team. As a Certified Financial Planner professional and guided portfolio manager within Morgan Stanley, Bottenfield utilizes his knowledge to develop customized financial strategies for affluent individuals and professional athletes around the United States.
As a former relief pitcher in Boston Red Sox organization, Bottenfield brings a high achiever's drive for success to the team. Jason lectures frequently on financial planning for programs sponsored by corporations, civic groups and business associations, and is a frequent contributor to various publications and media outlets on financial planning success for professional athletes.
Bottenfield is a professional member with the Financial Planning Association of DFW, Major League Baseball Players Alumni Association, NFLPA Registered Player Financial Advisor; as well as being on the Board of Directors for the North Texas Amateur Baseball Foundation. In 2005, Jason brought a, now nationally recognized, free baseball clinic to area youths in Dallas/Fort Worth with the help of his counterparts in the MLB Players Alumni Association (MLBPAA Legends for Youth).
Jason is an avid sportsman that enjoys baseball, golfing, boating, and classic cars. His greatest joy in life after baseball comes from his fraternal twins, Kinley and Chance.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field
Securities Agent: AR, CA, CO, CT, DE, FL, GA, IL, LA, MD, ME, MI, MO, NC, NJ, NY, OH, OK, OR, PA, RI, TX, VA; General Securities Representative; Investment Advisor Representative; Managed Futures
For Athletes, Post-Career Healthcare Is No Game
The 1% Move
Creating customized financial strategies for the challenges that today's families face.
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
OneView organizes all of your financial data in one location, regardless of where your accounts are held, giving you a comprehensive view of your finances.
Whether you’re a first time homebuyer or refinancing an existing home, Morgan Stanley can provide a flexible approach to mortgage financing.
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Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
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