Jared Bolotin

Jared Bolotin is a Senior Wealth Advisor with Prosperity. With over a decade of experience in the financial services industry, he brings extensive expertise in delivering personalized financial solutions to business owners, entrepreneurs, retirees, executives, and high-net-worth families.

Jared specializes in guiding clients through all stages of their financial journey, with a particular focus on the healthcare sector, including physicians and their families. His approach integrates comprehensive wealth planning to deliver strategies for retirement, wealth protection, and business succession that align with his clients’ personal and professional goals.

Prior to joining Prosperity, Jared was a Partner at the Bolotin Financial Group, a Boston-based wealth advisory firm.

Credentials & Education

• FINRA Series 7, 63 & 65 
• University of Massachusetts Amherst: BS, Resource Economics/Consumer Behavior (Focus: Family Finance) 
  

Affiliations

• National Association of Plan Advisors

• Broward Sheriffs Advisory Council