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The Botkin Group
at Morgan Stanley Smith Barney
at Morgan Stanley Smith Barney
Financial Advisors
2600 Old Washington Rd.
Suite 200
Upper St Clair, PA 15241
Suite 200
Upper St Clair, PA 15241
tel: 412-854-3930
toll free: 800-533-7037
fax: 412-833-0363
toll free: 800-533-7037
fax: 412-833-0363
Left to right: Lester P. Botkin, Lester H. Botkin,
Sara Botkin, Kira Napolitano
Sara Botkin, Kira Napolitano
Group Details
Lester P. Botkin, CFP®
Senior Vice President - Wealth Management
tel: 412-854-3930
toll free: 800-533-7037
fax: 413-833-0363
Professional Details
- 2007 - present: Morgan Stanley Smith Barney*
Senior Vice President - Wealth Management
Upper St. Clair, PA - 1998 - 2007: Hefren - Tillotson
Senior Vice President
Upper St. Clair, PA - 1997 - 1998: Wheat First Union
Financial Advisor
Monroeville, PA - B.S. - Business
La Roche College
Pittsburgh, PA - Executive Certificate in Financial Planning
Duquesne University - CERTIFIED FINANCIAL PLANNER™
- Financial Planning Association
Lester P. Botkin, CFP® is licensed in the following state(s): CA, FL, KY, MD, MI, NC, NE, NJ, NV, OH, PA, SC, TX, UT, VA, WV
Sara Botkin, CFP®
Vice President - Wealth Management
tel: 412-854-3940
toll free: 800-533-7037
fax: 412-833-0363
Professional Details
- 2007 - present: Morgan Stanley Smith Barney*
Vice President - Wealth Management
Upper St. Clair, PA - 2003 - 2007: Hefren - Tillotson
Associate Vice President
Upper St. Clair, PA - B.A.
with highest distinction
University of Virginia
Charlottesville, VA - Executive Certificate in Financial Planning
Duquesne University - CERTIFIED FINANCIAL PLANNER™
- Financial Planning Association
Sara Botkin, CFP® is licensed in the following state(s): CA, CO, DE, FL, KY, MA, MD, MI, NC, NJ, OH, PA, SC, TX, UT, VA, WV
Lester H. Botkin
Financial Advisor
Financial Planning Associate
Financial Planning Associate
tel: 412-854-3964
toll free: 800-533-7037
fax: 413-833-0363
Professional Details
- 2007 - present: Morgan Stanley Smith Barney*
Financial Advisor
Upper St. Clair, PA - 2001 - 2006: United States Marine Corps
Sergeant and Aerial Navigator
Newburgh, NY - BA - Economics
summa cum laude
The Ohio State University
Columbus, OH
Lester H. Botkin is licensed in the following state(s): CA, FL, KY, MD, MI, NC, NE, NJ, NV, OH, PA, SC, TX, UT, VA, WV
Kira Napolitano
Registered Client Services Associate
tel: 412-854-3941
fax: 412-833-0363
Professional Details
- 2007 - Present: Morgan Stanley Smith Barney
Registered Client Services Associate Working with the Botkin Group - 2003 - 2007: Senior Registered Financial Assistant at Hefren Tillotson
- 2001 - 2003: Registered Financial Assistant at Ferris Baker Watts
- 1996 - 2001: Began Investment Career with Legg Mason
- Series 7 - General Securities Representative
Walks Clients Through Rollovers, Paperwork, Tracks Cost Basis of Client Investments, Issues Client Account Distributions
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.
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