Financial Advice

Working With You, Every Step of the Way

Your workplace benefits can be an important piece of your overall financial picture. Consider working with a Morgan Stanley Financial Advisor, experienced in equity compensation or saving for retirement, so you can make informed decisions about your overall financial goals.

Log In To Your Employee Account

Request a no-obligation consultation with a Morgan Stanley Financial Advisor to help you make the most of your benefits.

Financial Advisors Who Know Your Workplace Benefits

Our Financial Advisors can help you make the most of your workplace benefits, so your hard-earned benefits work toward your broader financial goals—like buying a home, paying for college or planning for retirement.

As part of your workplace benefits, you can request a no-obligation consultation with a dedicated Financial Advisor who is experienced in equity compensation, saving for retirement, education finances and more. 

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Build Financial Knowledge

Hear from our experienced professionals on the steps you can take to help invest, plan toward your goals and prepare for the future.

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Plan for Your Goals

For over 90 years, we’ve been here to help you on your financial journey. Our four-step goals-based planning process starts with what matters most to you—your personal goals. Ready to get started?

  1. 01
    Discover

    We start with a conversation to gain a thorough understanding of your financial needs, investments, lifestyle and family—and your goals for the future.

  2. 02
    Advise

    We work with you to develop strategies to help you make the most of your equity compensation and retirement planning, help you to achieve your financial goals and help protect the outcomes you envision.

  3. 03
    Implement

    We help you develop a plan that is tailored to your goals using our experience with investment and tax-efficient strategies and other appropriate strategies.

  4. 04
    Track

    We help you understand your progress and prepare for upcoming equity awards or other events to help you remain on track toward your financial goals.

Empower Your Financial Future

Explore educational resources designed to help you reach your financial goals and make the most of your workplace benefits.

Connect with a Financial Advisor

Request a no-obligation consultation with a Morgan Stanley Financial Advisor to provide education and guidance to help you make the most of your benefits.

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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.

 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. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trusts, estate planning, charitable giving, philanthropic planning or other legal matters.

Morgan Stanley Smith Barney LLC offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please visit us at http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences.

©2026 Morgan Stanley Smith Barney LLC, Member SIPC

CRC# 5703641 (07/2026)

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