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Bruno Mazzotta
Bruno Mazzotta
Consulting Group
Senior Vice President - Wealth Management
Financial Planning Specialist
28 State Street
25th Floor
Boston, MA 02109
tel: 617-570-9267
toll free: 800-235-1205
fax: 617-570-9458
Email Me
Welcome Services Education Associations Experience
Welcome

As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.
Services
  • Asset Management
  • Lending Services
  • Trust Services and Accounting
  • Estate Planning
  • Private Banking
  • Wealth Management
  • Corporate Pension Funds
  • Endowments and Foundations
Education and Licensing
  • BS - Finance, 1987
    Nichols College
    Dudley, MA
  • Financial Planning Specialist Designation
  • Series 7 - License
  • Series 63 - License
  • Insurance - Life, Annuity & Long Term Care License
Associations
  • Walpole Country Club
  • Smith Barney Chairman Council Member
Business Experience
  • 1992 - Present: Morgan Stanley Smith Barney*
    Senior Vice President - Wealth Management
    Financial Planning Specialist
    Boston, MA
  • 1989 - 1992: Prudential Bache
    Financial Advisor
    Hingham, MA
  • 1987 - 1989: E. F. Hutton
    Financial Advisor
    Cambridge, MA
Bulletin Board
  • If you would like us to evaluate your equity portfolio to determine which stocks are appropriate for you, please call or schedule an appointment.
Bruno Mazzotta is licensed in the following state(s): AL, AZ, CA, CO, CT, DC, FL, GA, IL, KS, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NY, OH, PA, RI, SC, TX, VA, VT, WA
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.
*Includes years at Smith Barney, affiliates 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.
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