Jake Battipaglia

Financial Planning Analyst- Morgan Stanley

Role: Financial Planning Analyst at Morgan Stanley
Location: New York, NY, US
LinkedIn followers: 500 followers

View LinkedIn profile

About Jake Battipaglia

As a finance major at Indiana University, I have developed a strong foundation in…

Experience

Financial Planning Analyst
Morgan Stanley
Feb 2025 — Present · New York, NY, US
Licensed Associate providing Morgan Stanley Financial Advisors with dedicated financial planning support to promote growth. Operating as an extension of the Financial Advisor’s Team, I collaborate with clients and prospects to develop effective goal based financials plans that strengthen client relationships and improve outcomes.

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
j••••••••@morganstanley.com
Personal email
•••••@•••••.com
Direct dial
+•• ••• ••• ••••

Unlock verified contacts

Free to start · No credit card required

Current company

Morgan Stanley

Financial Services · 10K employees · 1585 Broadway, New York, NY, 10036, US

Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure

morganstanley.com

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Start for free See how it works

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.