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 #1241526

Jason Kalmar is a Private Banker serving Morgan Stanley's Private Wealth Management offices in New York City.

Jason began his career in financial services in 2003 and joined Morgan Stanley in 2014. Prior to being promoted to his current position, he served as an Associate Private Banker, Private Banker, and Ultra High Net Worth Mortgage Advisor. Before he joined the firm, he was a Mortgage and Banking Law attorney at Rosicki, Rosicki & Associates. He also worked in the Commercial Business Group at Citigroup.

Jason received a Bachelor of Science degree in Finance from Indiana University and a Juris Doctorate from Hofstra University School of Law. He and his family reside in Huntington, New York.

Outside of the office, Jason enjoys skiing, traveling, attending baseball games at Yankee Stadium, and spending time with family and friends.

About Me

NMLS# 800996

Brook Solliday is a Private Banker serving Morgan Stanley Wealth Management offices in New York City.

Brook began his career in financial services at Morgan Stanley/Smith Barney joint venture in 2007. He was on the Banking and Lending Sales Desk for three years and in 2010 joined Morgan Stanley as an Associate Private Banker in New York City. Brook was promoted to Private Banker in 2013.

Brook earned his Bachelor of Science in Management from Montclair State University. He and his family reside in Hoboken, New Jersey.

In his free time, Brook enjoys cheering on the Philadelphia professional sports teams, playing with his Golden Doodle, and participating in fantasy sports leagues.
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