Jason Bottenfield, CFP - member of the Park Cities Group at Morgan Stanley* in Dallas. Jason brings a combination of professional experience and credentialed training to the investment management team. As a Certified Financial Planner professional, Bachelors degree in Finance, registered life insurance agent, and guided portfolio manager within Morgan Stanley*, Bottenfield utilizes his skill set to develop customized financial strategies and guide the team's private clients with a unique perspective on wealth management.
As a former relief pitcher for the Boston Red Sox, Bottenfield brings a high achiever's drive for success under pressure to the team. Jason was awarded in 2012 the Five Star Wealth Managers Client Service award in Texas Monthly magazine. He 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 when going through a transition.
Bottenfield is affiliated with the Major League Baseball Players Alumni, Financial Planning Association, Institute for Divorce Financial Analysts, Dallas Leadership Team for Beta Gamma Sigma, and Texas Collaborative Law Institute of Texas. He has also volunteered with the Frisco Police Department's C.O.P program. Originally from Springfield, Missouri; he has lived in North Texas since 1986.
Source: Crescendo Business Services' FIVE STAR: “Best in Client Satisfaction Wealth Managers,” August 2012, 30,000 to 80,000 consumers most likely to use the services of a financial services representative (identified by Crescendo) and 4,000 to 8,000 financial service professionals (identified by Crescendo) are asked to name and evaluate up to three financial advisors. The number of individuals in the sample varies based on the size of the local market. In addition to the survey results, other evaluation criteria, such as a minimum of five years' financial services experience, acceptable compliance records, and evaluation results by a panel of local industry experts are incorporated into the overall evaluation process. The final list identifies the wealth managers, of those evaluated, in the local market that score highest in client satisfaction. For more information on the rating methodology, go to http://www.fivestarprofessional.com.
The FIVE STAR Wealth Managers do not pay a fee to be included in the research or the final list of FIVE STAR Best in Client Satisfaction Wealth Managers.
The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client’s evaluation.
The inclusion of a wealth manager on the list should not be construed as an endorsement of the wealth manager by Crescendo or Westchester Magazine.
The rating is not indicative of the Financial Advisor's future performance.
Brett Diamond Biography
Prior to joining Morgan Stanley* in 1999, Brett Diamond, Vice President, began his investment career with Fidelity Investments. There he served as an advisor to high-net worth investors within Fidelity. He earned his B.S. degree in Finance with a minor in accounting from The University of Kansas. He was promoted to a Second Vice President from Morgan Stanley* in 2004. Brett has been member of the Blue Chip Council for the last 5 years, a distinction awarded to Morgan Stanley*’s top advisors.
Brett has lectured extensively on investments and capital markets, and has served as a guest speaker for programs sponsored by various corporations in Dallas, Houston, and Austin. His focus for his clients is education and being a financial coach for their families.
Brett has lived in Dallas since 1981. He enjoys playing basketball, spending time with his family, and traveling with friends. Brett is also philanthropic and enjoys working with in the community on a variety of projects.