There are important moments in your career or your company’s journey that may impact your workplace benefits. In times of transition, it’s important to understand how your equity awards, 401(k) and other workplace benefits may affect your broader financial plan.
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 equity benefits.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Executive Relationship Managers, Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters. 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.
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Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
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