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.

About Me

NMLS # 799708

Mickey Perez is the manager of the Private Banking Group Sales Desk located in Purchase, NY.

Mickey began his career in financial services in 1994. Prior to his current position, he was a Private Banker with Morgan Stanley and was located in the Metro NY market. Before he joined Morgan Stanley in 2010, he worked in the Wealth Management division of Wachovia. While at Wachovia, he worked with high- net worth individuals and nonprofit organizations to manage portfolios improve donor relations and streamline processes. Prior to that, he worked for Wachovia Securities in a Private Banking role.

Mickey graduated from the University of Notre Dame with a Bachelor of Arts in English. He resides in White Plains, NY with his wife and three children. Outside of the office, Mickey enjoys spending time with his family, playing golf and softball, and going to the beach.
NMLS#: 799708

About Me

NMLS# 1205968

Paul LaVarta is a Private Banker serving Morgan Stanley’s Wealth Management offices in New York City.

Paul began his career in financial services in 1997, and joined Morgan Stanley in 2014. Prior to being promoted to his current role, he served as a Loan Portfolio Manager in the Northeast. Before he joined the firm, Paul was a Manager in American Express’ Global Credit Administration. In addition, he was a Portfolio Manager for Experian and a Credit Services Manager for Capital One.

Paul received his Bachelor of Science degree in Psychology from the University of South Florida and a Master of Business Administration from Pace University. He and his wife live in Hoboken, New Jersey.

Outside of the office, Paul serves as a board member of The Jubilee Center of Hoboken, an organization that provides education, empowerment, and social change programs to disenfranchised youth. He enjoys celebrating his Italian heritage with cooking and wine, as well as painting and completing crossword puzzles.
NMLS#: 1205968

About Me

NMLS# 1732135

Marianne Murphy is an Associate Private Banker serving Morgan Stanley’s Wealth Management offices in New York City.

Marianne began her career in financial services in 2015 and joined Morgan Stanley in 2018. Prior to joining the firm, she was a Commercial Credit Underwriting Officer ad BNB Bank.

Marianne received a Bachelor of Science degree in Economics and Finance from Saint Francis College. She lives in New York City.

Outside of the office, Marianne dedicates her time to SIFMA Foundation’s Invest It Forward initiative which focuses on industry-wide financial education to young Americans. She also enjoys playing softball.
NMLS#: 1732135
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