Access to the Private Banking Group National Sales Team (“PBG NST”)

A core part of Morgan Stanley’s approach to Wealth Management is to offer clients a comprehensive suite of cash management and lending solutions. With a holistic view of clients' finances and the support of our skilled PBG National Sales Team (Private Bankers, Associate Private Bankers, UHNW Specialists, and Cash Management Specialists), Financial Advisors can help clients integrate their day-to-day financial needs with their long-term investment ambitions. Whether a client is applying for a loan, refinancing a mortgage or setting up online bill pay, the PBG National Sales Team can help create a simpler and easier financial life for Morgan Stanley Wealth Management clients.

Gina Battaglia

Private Banker

NMLS# 1513352

Gina Battaglia is a Private Banker serving Morgan Stanley’s Wealth Management offices in Long Island.

Gina began her career in financial services in 2008, and joined Morgan Stanley in 2009.  Prior to being promoted to her current position, she served as an Associate Private Banker in Northern New Jersey, as well as a Wealth Management Associate in the New York Metro area. Before she joined the firm, Gina was a Client Service Associate at UBS Financial Services.

Gina earned her Bachelor of Science degree in Finance from the St. John’s University Peter J. Tobin College of Business. She lives in Astoria, New York.

Outside of the office, Gina enjoys spending time with her family and friends. She also enjoys traveling and exploring new restaurants in the city.

Jason Brottman

Private Banker

NMLS# 803231

Jason Brottman is a Private Banker serving Morgan Stanley Wealth Management offices in Long Island, New York.

Jason began his career in financial services in 2001. Prior to joining Morgan Stanley in 2010, Jason was a Wealth Management Banker at Merrill Lynch. He has also worked as a Personal Banker at JP Morgan Chase and as a Financial Counselor at IDebtHelp.

Jason graduated from the State University of New York at Albany with a Bachelor of Arts in Economics and Sociology. He resides in Commack, New York. Outside of the office, Jason dedicates his time to community organizations, including Habitat for Humanity. He enjoys staying active through fitness, trail hikes, travel and going fishing.

Ready to start a conversation? Contact The Founders Group today.

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