Jason A. Bottenfield, CFP®, CDFA®

Jason A. Bottenfield, CFP®, CDFA®

Partner | Managing Director | Wealth Manager

Jason Bottenfield, CFP®, CDFA® is a Partner and Managing Director at Steward Partners Global Advisory.  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 many 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.

Aside from being an avid sportsman and classic car enthusiast, Jason gets his energy and inspiration from his wife, Brandi, and the twins, Kinley and Chance.

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Phone 469-857-1525
Fax 469-857-1527