Morgan Stanley at Work

Our Story

As labor markets evolve, Morgan Stanley at Work—through modern workplace benefit solutions—empowers companies to help employees build financial confidence and meet their financial goals.

An Ally for Employees and Employers

Morgan Stanley at Work can help you meet the challenges of attracting and retaining top talent with compelling financial benefits so your company and your employees can thrive.


Focusing Where You Need Us

Equity Solutions
Together, we’ll help you to maximize the impact of equity compensation and create a culture of ownership at every level of your organization.
Retirement Solutions
Leverage a comprehensive range of solutions, with the support of Financial Advisors, to help employees confidently reach their long-term goals.
Deferred Compensation
Stay competitive with a Nonqualified Deferred Compensation plan – a workplace benefit for executives and other highly compensated employees and a powerful tool to help recruit, retain and reward executives.
Executive Services
Empower your leaders to manage their equity compensation and complex financial needs with a dedicated Executive Services Relationship Manager.
Saving and Giving
Enable your employees to make the financial moves that matter most to them, whether that’s giving to their favorite charity or saving for future education.

Empower Your Teams with Financial Wellness

Included with every service we provide, our Financial Wellness offering is designed to address the unique needs of your employees through a powerful combination of education, digital tools, expert-led guidance, and goal-based planning.

How We Got Here

As part of Morgan Stanley, our roots run deep. See how we’ve continued to evolve to meet the needs of an ever-changing marketplace.

  1. Morgan Stanley opens its doors in New York City

    Morgan Stanley opens for business at 2 Wall Street, New York City, on September 16, 1935.

  2. Morgan Stanley Offers Equity Administration

    Morgan Stanley begins to offer equity solutions to companies and their employees.

  3. Morgan Stanley Begins Collaboration with Solium Capital

    At the time, Solium, a leading share plan administration software, serves clients in more than 100 countries with the Shareworks platform.

  4. Morgan Stanley Makes a Big Move on Wealth Management

    Morgan Stanley acquires a majority stake in Citi’s Smith Barney (and a full stake in 2013) and expands its retail brokerage operation to create one of the world’s largest wealth management franchises. 

  5. Morgan Stanley Acquires Solium, Forms Morgan Stanley at Work

    United under the new Morgan Stanley at Work name, the team offers leading-edge workplace financial benefits, including equity management, financial wellness and retirement solutions.

  1. Morgan Stanley Acquires E*TRADE

    The Morgan Stanley at Work offering expands substantially to include E*TRADE Corporate Services and education assistance solutions provider, Gradifi Solutions. In addition, the acquisition gives participants access to E*TRADE's powerful, self-directed investment platform.

  2. Morgan Stanley at Work Acquires American Financial Systems (AFS)

    The acquisition of AFS, a recognized leader in Nonqualified Deferred Compensation solutions, broadens the firm’s executive-focused and retirement capabilities. 

We Lead the Conversation

Our ideas and perspectives get noticed. See where we’re showing up in news and media.

Our Impact So Far


combined private and public corporate clients globally.1


stock plan participants.2


for 18 years in Rule 144 and 10b5-1 transaction services.3


of the S&P 500 companies represented.4

We Help Businesses and People Thrive

Learn how financially confident employees can power your business forward, and how our offering can help your employees achieve financial well-being.

Advantages For Your Company
Our team puts a heritage of experience and leadership into action so you can provide a benefit offering that sets you apart.
Advantages For Your Employees
Available with every service we provide, we deliver educational resources, digital tools and guidance designed to foster financial wellness across your company.

Get to Know the Team Working for Yours

Behind each of our innovative solutions is a community of dedicated professionals, inventive leaders and industry specialists. Get to know our culture and meet the team that’s helping yours thrive.

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.

Let’s Connect

Reach out to a member of our team or follow us on LinkedIn for more content and insights.