The Bass Group

As the team of financial advisors servicing your stock plan, The Bass Group at Morgan Stanley provides equity compensation services to corporations and wealth management services to families and individuals. With a nationwide team of financial advisors and the resources of Morgan Stanley, our group can work to integrate your stock plan awards into your broader financial picture, transforming independent assets and accounts into a cohesive, fully integrated investment plan.

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Wealth Management Capabilities

  • Financial, retirement and education planning
  • Investment management
  • Asset preservation and risk management
  • Estate planning and charitable giving
  • Access to banking and lending services
  • Collateral loans against restricted and control securities
  • Rule 10b5-1 trading plans
  • Section 16 preclearance services and Rule 144 filings
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Morgan Stanley Global Service Centers

800-367-4777

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