Financial Wellness Insights | Morgan Stanley at Work

Workplace Benefits
Learn how to make the most of your benefits.
Equity Compensation

Put your stock plan awards to work to help reach your financial goals.
Retirement

Plan for your retirement journey and explore resources to help secure a financially sound future.
Deferred Compensation

Access personalized guidance on how NQDC plans can help fund major life events.
Executive Services

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Learning Center

Learning Center Overview
Our in-depth education breaks down complex ideas and helps you build financial knowledge and confidence.

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Manage Equity Compensation
Understand how stock options work and learn how to make the most of your equity compensation.

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Prepare for Retirement
Learn how to start saving early, build your financial roadmap and take advantage of your employer-sponsored plan to create the future you want.

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Navigating Change
Find out how transitions—yours and your company’s—may impact your equity awards and other workplace benefits.

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Tax Resources
Find tax-related insights, exclusive events, how to access your tax forms and more.

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Manage Equity Compensation

5 Considerations When Making a Plan for Your Equity Compensation

Getting Started

You Work Hard, Make Your 401(k) Plan Work Harder

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Financial Advice

Plan, invest and prepare for the future with help from our experienced  Financial Advisors.
Trading & Investment Accounts

Take advantage of self-directed trading and investment accounts.
Banking

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Perks

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Financial Wellness

Explore strategies for developing a more financially confident workforce, to help your employees at any stage of their financial journey.

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Equity Compensation

Executive Compensation

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Private Markets

Financial Wellness

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Diversity and Inclusion

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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.

RO #3493419 – (4/2024)

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