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.
Ready to start a conversation? Contact Steven W. Lease today.