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) 696-7183
toll-free: (800) 933-3936
fax: (214) 696-7108
Jason Bottenfield, Donna Petrucello, Brett Diamond
Jason Bottenfield Biography

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

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.

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley  reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Awards Disclosures
pp:3154 mp: 2796