The Park Cities Group - Morgan Stanley Team - Dallas, TX
Morgan Stanley
The Park Cities Group
at Morgan Stanley
Consulting Group
8383 Preston Center Plaza
Suite 400
Dallas, TX 75225
tel: (214) 696-7105
toll-free: (800) 933-3936
fax: (214) 696-7108

Professional Athlete


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.

Current Experience

Baseball – Football – Motorcycle Racing

A Wealth Optimization Approach for Athletes and Entertainers

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