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
- Phone: 617-570-9512
- Email: TheFucignaGroup@MorganStanley.com
- Website: http://www.morganstanleyfa.com/thefucignagroup/groupdetail.htm
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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 matters involving trust and estate planning and other legal matters.
LifeView® is a registered service of Morgan Stanley & Company and used under license. Morgan Stanley Advisors are not legal or tax advisors.
Residential mortgage loans/home equity lines of credit are offered by Morgan Stanley Private Bank, National Association, an affiliate of Morgan Stanley Smith Barney LLC. With the exception of the pledged-asset feature, an investment relationship with Morgan Stanley Smith Barney LLC does not have to be established or maintained to obtain the residential mortgage products offered by Morgan Stanley Private Bank, National Association. All residential mortgage loans/home equity lines of credit are subject to the underwriting standards and independent approval of Morgan Stanley Private Bank, National Association. Rates, terms, and programs are subject to change without notice. Residential mortgage loans/home equity lines of credit may not be available in all states; not available in Guam, Puerto Rico and the U.S. Virgin Islands. Other restrictions may apply. The information contained herein should not be construed as a commitment to lend. Morgan Stanley Private Bank, National Association is an Equal Housing Lender and Member FDIC that is primarily regulated by the Office of the Comptroller of the Currency. Nationwide Mortgage Licensing System Unique Identifier #663185. The proceeds from a residential mortgage loan (including draws and advances from a home equity line of credit) are not permitted to be used to purchase, trade or carry eligible margin stock; repay margin debt that was used to purchase, trade or carry margin stock; or to make payments on any amounts owed under the note, loan agreement, or loan security agreement; and cannot be deposited into a Morgan Stanley Smith Barney LLC or other brokerage account.