Financial Advice

Your Partner, Every Step of the Way

Your workplace benefits can be an important piece of your overall financial picture. Consider working with a Morgan Stanley Financial Advisor, experienced in equity compensation or saving for retirement, so you can make informed decisions about your overall financial goals.

Log In To Your Employee Account

Request a no-obligation consultation with a Morgan Stanley Financial Advisor to help you make the most of your benefits.

Financial Advisors Who Know Your Workplace Benefits

Our Financial Advisors can help you make the most of your workplace benefits, so your hard-earned benefits work toward your broader financial goals—like buying a home, paying for college or planning for retirement.

As part of your workplace benefits, you can request a no-obligation consultation with a dedicated Financial Advisor who specializes in equity compensation, saving for retirement, education finances and more.

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Build Financial Knowledge

Hear from our experienced professionals on the steps you can take to help invest, plan toward your goals and prepare for the future.

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FINANCIAL ADVICE The Morgan Stanley Client Experience 000

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FINANCIAL ADVICE Goals-Based Planning 000

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FINANCIAL ADVICE The Top Money Moves I Make As a Financial Advisor 000

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Plan for Your Goals

For almost 90 years, we’ve been here to help you on your financial journey. Our four-step goals-based planning process starts with what matters most to you—your personal goals. Ready to get started?

  1. 01
    Discover

    We start with a conversation to gain a thorough understanding of your financial needs, investments, lifestyle and family—and your goals for the future.

  2. 02
    Advise

    We work with you to develop strategies to help you make the most of your equity compensation and retirement planning, help you to achieve your financial goals and help protect the outcomes you envision.

  3. 03
    Implement

    We help you develop a plan that is tailored to your goals using our experience with investment and tax-smart strategies and other appropriate strategies.

  4. 04
    Track

    We help you understand your progress and prepare for upcoming equity awards or other events to help you remain on track toward your financial goals.

Empower Your Financial Future

Explore educational resources designed to help you reach your financial goals and make the most of your workplace benefits.

Connect with a Financial Advisor

Request a no-obligation consultation with a Morgan Stanley Financial Advisor to provide education and guidance to help you make the most of your benefits.

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Morgan Stanley at Work services are provided by Morgan Stanley Smith Barney LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley.

©2024 Morgan Stanley Smith Barney LLC, Member SIPC

RO #3526682 – (4/2024)

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