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The Botkin Group
at Morgan Stanley Smith Barney
Financial Advisors
2600 Old Washington Rd.
Suite 200
Upper St Clair, PA 15241
tel: 412-854-3930
toll free: 800-533-7037
fax: 412-833-0363
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Left to right: Lester P. Botkin, Lester H. Botkin,
Sara Botkin, Kira Napolitano
Email Us
Welcome Meet Our Group Services
Welcome

Our approach to investing is based on our time-tested way of doing business. We offer our clients sound investment counsel based on our research, intellect and hard work. Whether you are beginning a relationship with our firm or broadening an existing one, we think you'll see that we offer unique advantages to you as an investor.
Services
  • Asset Management
  • Estate Planning
  • Financial Planning
  • Fixed Income
  • Lending Services
  • Retirement Planning
  • 529 Plans
  • Executive Financial Services
  • Municipal Bonds
  • Long Term Care Insurance
  • Women and Company®
  • Business Succession Planning
  • Wealth Management
  • Education Planning
  • 401k Rollovers
  • Annuities
  • Life Insurance
Bulletin Board
  • We are very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. We will do our utmost to meet your highest expectations.
  • Contemplating retirement? Rolling over a 401(k)? Have IRA Rollover questions? Let us help. Please contact us.
  • As Certified Financial Planners, our Financial Advisors review your whole financial picture to educate you on the best decisions for you & your family to obtain reasonable returns within your risk tolerance while providing high quality of service.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
FEATURED REPORTS

100 Point Commentary (pdf)

On the Markets (pdf)
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Morgan Stanley Smith Barney
New Relationship & Revised Terms of Use

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