Jennifer Bottalico, CFP®, CAIA®

California Regional Executive


As the California Regional Executive for Alex. Brown, Jennifer acts as an advocate for the advisors ensuring that they have access to the breadth of valuable resources offered by Alex. Brown, a division of Raymond James. With more than 28 years of experience in the financial services industry, she lends her knowledgeable insight to help financial advisors better serve the needs of their clients while addressing their business goals.


Jennifer started her career with Alex Brown in Baltimore and moved to San Francisco Office in 1999. Throughout her career, she has served in different capacities focused on the building of the firm’s platform. She previously was the Head of Product Solutions and Services and was a member of the RJ Investment Committee, the AB ExCo, and served as a member of the Wealth Management Strategy Council. Then while at Deutsche Bank, she was the America’s Head of Global Wealth Solutions which was responsible for the sourcing, evaluation, structuring and delivery of investment products and solutions to their wealth management channel. There she was a member of the Global & Regional Product Needs Forum, Regional Investment Committee, Advisory Steering Committee and the Product Risk Panel and was also a board member for the ABS Venture Fund.


Jen and her husband, Greg, live in Tiburon with their “career changed” Golden/Yellow Lab dog Harley that they adopted from Guide Dogs for the Blind where they have been volunteering for many years. When not spending time with her family, Jen enjoys any outdoor activity and has a strong passion for photography.


CFP® | Certified Financial Planner™ |

Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.