Michael Mazzotta

Background

About Michael Mazzotta

Michael helps high-net-worth families and individuals, corporate executives, business owners, and entrepreneurs implement comprehensive wealth management strategies designed to achieve their life and legacy goals. By leveraging the extensive resources and industry-leading technology of Morgan Stanley, Michael and his team advise their clients in virtually all aspects of managing their wealth, including tax-efficient investment strategies, estate planning, equity compensation planning, goals-based financial planning, cash management, lending solutions, and more. A second-generation Financial Advisor, Michael grew up around his father’s practice and developed an interest in the industry at a young age. He pursued this interest in college, attending Bentley University where he earned a B.S. in Finance and minored in Business Economics. Upon graduating magna cum laude in 2019, Michael joined his father at Morgan Stanley and The Mazzotta Group at Morgan Stanley was formed. Since joining the firm, Michael has been named to Morgan Stanley’s prestigious Pacesetter’s Club - a global recognition program for the Firm’s successful Financial Advisors - for 2020, 2021, 2022, 2023, & 2024. In 2023, he earned the CFP® certification and now leads the team’s advanced planning services. While building upon the legacy cemented by his father, Michael strives to provide his clients with the same top-tier level of service and value for many years to come. Outside of the office, Michael enjoys golfing, skiing, summers on Cape Cod, and spending time with family and friends. He currently resides in the City Point neighborhood of South Boston with his wife Kaela. Morgan Stanley Smith Barney LLC offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please visit us at or consult with your Financial Advisor to understand these differences. Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services. Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.