OUR MISSION STATEMENT
We help maximize your potential for meeting life goals through financial advice that integrates relevant elements of your personal and financial circumstances.
We help maximize your potential for meeting life goals through financial advice that integrates relevant elements of your personal and financial circumstances.
At The Park Cities Group, we provide tailored financial guidance when you need it most: during life’s major transitions. Our practice is built on the development of deep and enduring relationships and the delivery of customized solutions to successful individuals and families whose primary goals include:
Planning for Retirement
We have significant experience in reviewing retirement assets, recommending long-term investment portfolios, and developing income strategies that are designed specifically to support your current lifestyle in retirement.
Helping Optimize a Substantial Payout
A large 401(k) or pension distribution, an inheritance, business sale, employee stock options . . . if the receipt of significant assets is on the horizon, we can help address specific questions for you and your family to optimize results now and in the future.
Leaving a Lasting Legacy
We work jointly with your tax and legal advisors and use our firm’s extensive resources to help implement and help maintain a tax-efficient estate plan. When the time comes to move your assets, we can help coordinate a smooth transition to the next generation and help ensure your legacy stays intact.
When we began our careers in wealth management, we gave a lot of thought to the types of clients we wanted to help. We asked ourselves what were our strengths and perspectives, and who would be best served by our skills and beliefs.
Over the years, we have developed a strong and active practice that includes a broad range of clients who need professional guidance with the following activities:
- Approaching a life-changing event with confidence, such as a divorce or the loss of a spouse
- Planning for a successful retirement
- Financing a major acquisition, including the purchase of a new property or expansion of a business
- Integrating retirement assets and company benefits into an overall investment strategy
- Minimizing taxes through advanced asset management solutions
- Diversifying highly concentrated positions in a tax-efficient manner
- Achieving long-term charitable and philanthropic goals
- Working with their family’s next generation
- Coordinating with other advisors, including accountants and estate attorneys
Our clients include:
- Retirees and those planning for retirement
- Multi-generational private wealth families
- Women seeking guidance for themselves and their family
- Business owners and self-made entrepreneurs
- Corporate executives and professionals
- Professional athletes
While each client has a unique personal and professional situation, collectively they all have one thing in common: they are focused on achieving very specific financial goals, so they may secure their family’s financial future and pursue their personal achievements.
The hallmark of our financial planning process is a commitment to building customized solutions from the ground up. Our six-step process takes a holistic view of your wealth. We recommend solutions that are not only designed to reach financial targets, but are also reflective of who you are and where you want to go.
Step 1: Introductions
Our relationship begins with an informal conversation to understand your financial concerns and determine how we can add value to your situation. This is your opportunity to interview us as we get to know you.
Step 2: Data Gathering
We continue the dialogue by fostering an in-depth conversation where we’ll listen carefully to what is important to you. We’ll learn about the values that shape your decisions and identify any unique circumstances.
Step 3: Pre-Planning
Here, we review the information collected to ensure the data is accurate before we begin to prepare your financial plan. We also discuss important investment concepts and provide details on our investment philosophy.
Step 4: Plan Presentation
Utilizing proprietary planning tools, we’ll develop a personalized financial plan. We present our recommendations along with a Plan of Action that serves as a guide to implementing your plan.
Step 5: Implementation
As we execute your plan, we’ll set up tools to provide convenient access to your accounts and ongoing updates and follow up on key items to ensure your Plan of Action is implemented as expected.
Step 6: Monitoring
We apply a strict due diligence process to evaluate investment performance, and set up regular calls to discuss progress towards your goals.
At The Park Cities Group, we believe the best relationships are built on trust, understanding and shared values. We are committed to the following core values that serve as the foundation of our practice:
A Clear Path to Your Goals
Our clients have dedicated their lives to building their businesses and careers. They have worked hard to create wealth for themselves and their families. We put that wealth to work, using your goals as our blueprint.
Access to Top Professionals
Because we believe you are entitled to the best advice possible, we often collaborate with specialists within Morgan Stanley’s network, as well as other professionals within the industry who are considered experts in their field. We also work closely with your accountant, attorney and other advisors to gain the precise knowledge needed to effectively manage all aspects of your wealth.
A Commitment to Education
Financial education leads to better insights into our investment strategy and discipline, and ultimately, better long-term results. We provide ongoing and proactive education, resulting in enhanced knowledge about investing effectively in today’s complex global markets.
Highly Personalized Service
Successful wealth management begins with personalized service and attention. We enjoy working with families who seek the kind of long-term, fully engaged relationship we value. We believe that the bond we form with our clients is fundamental to our mission and it is our hope that it spans generations.
A Clear Understanding We Work for You
We value our relationship with Morgan Stanley as one of the top purveyors of global financial services for 80 years, yet we value our relationship with you even more. We are committed to developing a relationship that provides special value to you and your family. When you succeed, we all succeed.
We are committed to providing you with important information about managing your wealth more effectively in today’s global markets. To that end, we have assembled the following articles, white papers, and financial tools about many of the concepts that support our wealth management philosophy and investment strategies.
Jason Bottenfield Receives Family Wealth Director Designation 2017
Finding Your Center - Risk and Reward
83 Reasons Why People Did Not Invest
MS - Wealth Optimization for Athletes
Brett Diamond is a First Vice President and founding member of The Park Cities Group at Morgan Stanley. For more than 18 years, Brett has been providing customized advice and investment solutions to financially successful individuals, multigenerational families, and small business owners in the Dallas/Fort Worth area and across the country.
A graduate of the University of Kansas where he earned his B.S. degree in business with a minor in finance, Brett began his financial services career with Fidelity Investments in 1999. He joined the Morgan Stanley family a year later for the opportunity to work more directly with successful individuals and families.
Brett understands that family dynamics are often complicated and require customized planning, and works diligently to combine effective listening and thorough research to provide clients with a boutique style of financial planning, helping them achieve their priorities at every turn.
For the past decade, Brett has been devoted to philanthropic efforts that closely align with his Jewish heritage. He works closely with the Jewish Federation of Greater Dallas. Brett serves on the Dallas Chapter of AIPAC – The American Israel Public Affairs Committee, is a founding board member of Jewish Education Texas (JET) and is also on the board of Community Homes for Adults (CHAI). For his focus and dedication, Brett was recognized as one of the 10 finalists for The Dallas Foundation’s Good Works Under 40 award in 2010, and the Bnai Zion Foundation honored him with its Community Leadership Award in 2012. In 2013, Brett was recognized as an outstanding volunteer for the Jewish Federation of Greater Dallas.
Brett attributes a large share of his success to his wife, Roxy, who is not only his best friend, but his sounding board in business, life and philanthropy. Away from the office, Brett enjoys riding his bike, traveling and spending time with Roxy and their two children, Ava and David.
Securities Agent: AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, LA, ME, MI, MO, NC, NJ, NY, OH, OK, OR, PA, RI, TX, VA; General Securities Representative; Investment Advisor Representative; Managed Futures
Jason Bottenfield is a Family Wealth Director and founding member of The Park Cities Group at Morgan Stanley. A former relief pitcher drafted in 1999 by the Boston Red Sox organization and a seasoned Financial Advisor for more than 16 years, Jason understands firsthand the unique challenges successful individuals and families face. He believes that successful people all share a common bond: They encounter a large number of important life events that demand specialized and timely financial guidance to help them make the right decisions for themselves, their careers and their families.
Over the years, Jason has built a successful practice educating and advising clients on how to better understand and manage their total financial picture. Through an effective use of resources and the coordination of a trusted team of advisors, Jason focuses on inspiring his clients with a level of confidence, so they can spend less time worrying about their finances and more time doing those things that matter most to them.
Jason earned Morgan Stanley’s distinguished designation of Family Wealth Director. This credential – achieved by less than three percent of the firm’s advisors – places him
among a small group of financial advisors who are uniquely qualified to serve the sophisticated needs of ultra high net worth clients. As a Family Wealth Director, Jason has immediate access to an extensive range of resources needed to help families manage the complex, multigenerational challenges of significant wealth. He takes an integrated approach that includes family issues, wealth transfer, asset protection and business succession planning.
Aside from being an avid sportsman and classic car builder, Jason gets his energy and inspiration from his wife, Brandi, and the 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, AZ, CA, CO, CT, DC, FL, GA, IL, IN, ME, MI, MO, NC, NJ, NY, OH, OK, OR, PA, RI, TX, VA; General Securities Representative; Investment Advisor Representative; Managed Futures
With over 30 years of experienced in the financial services industry -- including 18 years as a senior trader on the options trading desk at Prudential Financial in New York City – Donna Petrucello transitioned to client service in 2006, working for UBS and Smith Barney in New York. In 2008, she relocated to Dallas to join Brett and Jason as a Registered Client Associate, and has been a vital member of the team ever since.
Donna possesses broad experience in financial services and provides personal and responsive client service to the clients of The Park Cities Group. Donna maintains her FINRA Series 4, 7, 31, 55, 63 and 66 licenses, as well as her state registered general lines insurance license.
Born and raised in Brooklyn, New York, Donna earned her B.S. degree in marketing from Fairleigh Dickenson University in New Jersey. Her outside interests include gardening, home improvement projects, wine tasting, healthy gourmet cooking and walking in her Lakewood home neighborhood.
Jordan comes to The Park Cities Group by way of Texas Tech where she went to graduate school. She earned the prestigious Masters in Financial Planning while attending what is known across the country as one of the best Financial Planning graduate programs in the US. She currently lives in Frisco with her husband Javier, who is a skilled accountant locally.
Debbie has worked with The Park Cities Group for over 3 years in various roles and currently helps facilitate the teams client service needs.
Randall started with The Park Cities Group while attending UT Dallas, and has worked with the team for over 5 years in multiple capacities. His current role involves setting up and developing wealth plans for the team.
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.
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