The Fucigna Group

The Fucigna Group at Morgan Stanley is dedicated to providing equity compensation and wealth management services to public corporations and their employees. We concentrate on delivering employees and executives a tailored education experience related to their individual equity plan awards and providing guidance related to integrating their equity compensation into a customized wealth management plan. We accomplish this by providing direct access to the group’s financial advisors who have years of collective experience advising employees of public companies. Our objective is to help employees develop and execute a financial plan designed to help preserve and grow their assets, achieve their financial goals and simplify their lives.

Contact The Fucigna Group

Equity Plan Education and Wealth Management Capabilities:

  • Educational seminars and webinars
  • One-on-one equity compensation review and consultation
  • Complimentary LifeView™ Financial Plan
  • Financial, retirement and education planning
  • Investment Management
  • Asset preservation and risk management
  • Estate planning strategies and charitable giving
  • Access to Banking, lending and mortgage services
  • Executive financial services

 

Thank you for the opportunity to be of service to you.

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Morgan Stanley Global Service Centers

800-367-4777

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