The people on your team are what power your company. We help you invest in them. With an end-to-end Financial Wellness offering, your workplace is equipped to foster financial confidence so your employees, from entry-level to the C-suite, can take charge of their financial goals.
Meet a financial benefit offering that works. Help improve recruitment and retention and build the well-being of your employees on their terms—whether that’s through an education portal, webinar or help from a professional.
Morgan Stanley at Work Perks help your employees enjoy life. You can offer a unique, complimentary perks program designed to reward employees through curated lifestyle offers and experiences.
- Travel benefits and auto savings
- Discounts on retail and electronics
- Special pricing on wine and restaurants
- Deals of concerts and other entertainment
- Health and wellness offers.
Your employees are thinking about matters of money. Make their finances a source of confidence rather than a source of stress, so they can excel at work and in their daily lives.
Nearly 3 in 4 employees report that money-related stress negatively affects both their work and personal lives, up 7% from 2021.1
Of employees report bringing up financial hardships at work, with 63% reporting they regularly mentioned experiences of financial challenge—a 7% YoY increase.1
See how we can deliver our skills and experience to your employees, no matter where they are on their journey.
Meet a financial benefit offering that works. Help improve recruitment and retention and build the well-being of your employees on their terms—whether that’s through an education portal, webinar or help from a professional.
We’ll utilize a time-tested process to implement your Financial Wellness program, whether it’s provided alongside another Morgan Stanley at Work offering or delivered standalone to your team.
We'll create a comprehensive program designed around your organization's goals and what's important to your employees, including:
We’ll build an education program to help employees take charge of their finances and foster ongoing engagement, including:
We’ll help you assess and address the financial concerns of your employees by providing:
Match complex needs with a specialized team. Learn how our dedicated support and services can help your senior leaders navigate their finances.
Get the latest thinking from our experienced thought leaders. Discover new trends and unique perspectives to motivate your employees and fuel your business.
We’ll help you find the right workplace financial solutions for you, your employees and your business.
1 Source: 2022 Morgan Stanley at Work State of the Workplace Study II
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Certain content on Morgan Stanley Financial Wellness Portal including, but not limited to, calculators is being provided to Morgan Stanley Smith Barney LLC (“Morgan Stanley”) pursuant to an agreement with Financial Fitness Group (“FFG”). That content and materials on the Portal have been prepared for educational purposes only and do not constitute either a recommendation or a solicitation by Morgan Stanley and its employees to purchase or sell any investment or strategy. The calculators are hypothetical and are for illustrative and informational purposes only and do not represent the return on any investment. Actual results may vary.
The Morgan Stanley routinely enters into a variety of business relationships for which either the Firm receives compensation or pays for services, and such business relationships may include the named Service Provider(s), its employees or agents, or companies affiliated with the Service Provider(s). The views, opinions, guidance or advice provided by My Secure Advantage and/or their financial coaches (who are not Morgan Stanley employees) are solely those of their own, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice.
Morgan Stanley 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 consult with a Morgan Stanley Financial Advisor to understand these differences or visit our web site at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf or contact us at 866-866-7426.
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