Top Content Curve
The Botkin Group
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
l - r: Mary Benya, Lester P. Botkin, Lester H. Botkin, Sara Botkin, Kira Marnik
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.
  • Is your mailbox overflowing? Start receiving your monthly statements, trade confirms, prospectuses and more online. Just sign up for E-Delivery on smithbarney.com.
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.
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)

Recessions and Bear Markets (pdf)

2009 Annual Limits: Relating to Financial Planning (pdf)
Bottom Content Curve
Morgan Stanley Smith Barney
New Relationship & Revised Terms of Use

Welcome to the web site for Smith Barney online clients and guests of Morgan Stanley Smith Barney LLC ("MSSB"), a joint venture formed by the combination of the Global Wealth Management Group of Morgan Stanley & Co. Incorporated and the Smith Barney division of Citigroup Global Markets Inc. You have reached this site because you are a client or a guest web site user of smithbarney.com.

Throughout the site, any references to Smith Barney, the Smith Barney division of Citigroup Global Markets Inc. or terms such as "the firm," "we," "us," "our" or similar terms should be read on this site as the Smith Barney channel of Morgan Stanley Smith Barney LLC. The Terms of Use and other provisions and disclosures such as the site's online privacy statement that govern your use of this site and any of its services have been revised so that such terms, provisions and disclosures are now between you and the new firm, MSSB. Your continued use of the site indicates your agreement with its revised terms of use as amended.

Morgan Stanley Smith Barney LLC is registered with the Securities and Exchange Commission as a broker/dealer and investment advisor. Some products or services may continue to be available though Citi or Citigroup Global Markets Inc. Read more on the "Statement of Morgan Stanley Smith Barney LLC and Citigroup Global Markets Inc. Responsibilities" that describes their respective roles and functions.

© 2009 Morgan Stanley Smith Barney LLC. Member SIPC. Accounts carried by Citigroup Global Markets Inc. All rights reserved.
[Accept]