Category: Financial Advisory
Hits: 954

Brookes Note: New York and Wall Street have an undeniable magnetism. The beating heart plaque build-up aside of the worlds biggest economy lures you in and lets you leave grudgingly. Sara Botkin left twice. Her recent departure from Morgan Stanley is a good story, with a new Morgan Stanley twist. Her personal tale related to 9/11 will make you sit still before exhaling.

Sara Botkin is a Wall Street survivor, both literally and figuratively.

The president of McMurry, Pa.-based Botkin Family Wealth Management was in the lobby of the World Trade Center on her way to work on the 105th floor of the South Tower on Sept. 11, 2001 when the first plane struck.

Since then, Botkin has worked with her father in the financial advisory business, until late last month at the Morgan Stanley branch office in Upper St. Clair, Penn.