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EXECUTIVE SERVICES

Equity Award Analysis

Ensure your executives make the most of their equity awards with complimentary, one-on-one consultations.*

Help Key Employees Achieve Their Financial Goals

Equity awards are a recognition of your executives’ hard work. Let’s help put them to good use. Leveraging an innovative analysis platform, our team provides strategy and perspective to help your leaders maximize the impact of their equity.

62%

of employees do not understand how to maximize the financial benefit from their equity awards.1

61%

of employees do not understand how taxes impact their stock plan benefits.1

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    Executive Financial Planning

    Make the Most of Equity Compensation

    From data-driven analysis to personalized plans to reach long-term goals – and everything in between – our dedicated Financial Advisors can help your leaders maximize their equity awards.

    Equity Awards offer your employees a chance to share in your company's success... and they also can play a key role in helping your employees build their financial futures.

    At Morgan Stanley at Work, we’re here to help your employees make the most of their equitycompensation...and create a plan to help them achieve their financial goals.

    As part of the company’s stock plan, your employees have access to our exclusive Equity Award Analysis... to help them better understand the full value of their equity awards.

    The Equity Award Analysis starts with a review of your employee's personal financial situation,needs and goals...along with education on their equity awards.

    We'll then review their stock plan portfolio using our innovative, data-driven platform...and deliver a detailed, educational Equity Award Analysis report, personalized just for them.

    The report covers:

    •The impact changing market conditions may have on the value of their awards,

    •Various sell and exercise scenarios, and

    •Potential tax implications related to those scenarios.

    The session concludes with a review of their report and a discussion of how the findings connect with their broader financial goals.

    If your employees want to go further, they can work with a Morgan Stanley Financial Advisor to create a plan that helps them meet their goals.

    Empower your employees to get the most out of their equity awards, by taking advantage of this unique opportunity today.

    Consultations Fit to Your Executives' Needs

    Each Equity Awards Analysis consultation happens one-one-one with a Financial Advisor or Executive Relationship Manager, at no cost or obligation to you or your employees. Our approach is designed to educate participants and explain how equity awards relate to their long-term goals.

    Education
    An informative review of your company’s corporate stock plan benefits and what they mean.
    Discovery
    Comprehensive discussions about an employee’s short- and long-term goals and their unique financial situation.
    Analysis
    A personalized analysis of an employee’s awards using our innovative equity analysis platform, followed by a guided report walkthrough.
    Consideration
    An assessment of the value of equity awards and the impact market fluctuations, sell and exercise scenarios, and taxation may have on that value.
    Applications
    A final review of the report and considerations, and how the findings connect to an employee’s broader financial goals.
    Planning
    Employees have the option to sit down with a Financial Advisor to create an in-depth plan on how to reach their financial goals.
    Let’s Start the Conversation

    Connect with us to learn more about how Morgan Stanley at Work may be able to help your business.

    If you are an employee looking for help with your account, visit support.

    Inside an Equity Awards Analysis Report

    At the conclusion of a consultation, participants receive a comprehensive analysis report. These reports are made for each employee, reflect their unique financial situation and are a useful tool for discussion with other financial professionals.

    1. Data-Driven Analysis

      Make complex concepts, like stock option taxation, clearer for participants and illustrate hypothetical scenarios in a way everyone can understand. Our platform leverages all the information gathered during discovery and brings it to life with easy-to-understand graphs, tables and visualizations. 

    2. Actionable Guidance and Information

      Reports evaluate the impact that market conditions may have on your awards, various sell and exercise scenarios and potential tax implications related to those scenarios.

    3. Insight from Morgan Stanley

      For executives that want more support, they have the option to work with a Morgan Stanley Financial Advisor to set their financial plan into action. 

    Insights for a Modern Workplace

    Get the latest thinking from our experienced thought leaders. Discover new trends and unique perspectives to motivate your employees and fuel your business.

    12022 Morgan Stanley at Work Participant Survey.

    © 2023 Morgan Stanley Smith Barney LLC. Member SIPC (opens in a new tab).

     

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

    Morgan Stanley at Work, Morgan Stanley Smith Barney LLC, and its affiliates and employees do not provide legal or tax advice. You should always consult with and rely on your own legal and/or tax advisors.

    Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will be acting in an investment advisory capacity with respect to the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley Smith Barney LLC or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.

    Employee stock plan solutions are offered by Morgan Stanley at Work

    Employee stock plan solutions offered by E*TRADE Financial Corporate Services, Inc. are part of Morgan Stanley at Work.

    In connection with stock plan solutions offered by Morgan Stanley at Work, E*TRADE Securities LLC and Morgan Stanley Smith Barney LLC provide brokerage services to stock plan participants.

    Securities products and services are offered by E*TRADE Securities LLC (ETS), Member SIPC (opens in a new tab) or Morgan Stanley Smith Barney LLC (MSSB), Member SIPC (opens in a new tab). Throughout 2023 ETS will be transitioning existing clients to MSSB. Learn more about this transition at www.etrade.com/mssb.  

    All entities are separate but affiliated subsidiaries of Morgan Stanley.

    Content and services available to non-US participants may be different than those available to US participants.

    The laws, regulations, and rulings addressed by the products, services, and publications offered by Morgan Stanley and its affiliates are subject to various interpretations and frequent change. Morgan Stanley and its affiliates do not warrant these products, services, and publications against different interpretations or subsequent changes of laws, regulations, and rulings. Morgan Stanley and its affiliates do not provide legal, accounting, or tax advice. Always consult your own legal, accounting, and tax advisors.

    © 2023 Morgan Stanley. All rights reserved.

     

    *The Equity Award Analysis is prepared using a brokerage tool and not an advisory tool. It is not a financial plan and does not create an investment advisory relationship between you and the Morgan Stanley Workplace Advisor.  It is for educational purposes only and does not provide individually tailored investment advice and is not intended to be a personalized security, account type or investment strategy recommendation.

    Certain types of equity, such as stock purchased from an Employee Stock Purchase Plan or through exercise of an Incentive Stock Option, may be subject to special tax rules not reflected in the EAA tool

    Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors, Workplace 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 legal matters.

     

    CRC# 5701982-5/23

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