Morgan Stanley at Work

Equity Award Analysis

Your equity awards are recognition of your hard work and can play an important role in achieving your overall goals. Your employer has chosen to work with Morgan Stanley at Work to help manage your company’s equity plan awards. As a benefit, we are offering a complimentary Equity Award Analysis* consultation to help make the most of your equity plan awards.

A Custom Consultation Just for You

During your consultation, a Morgan Stanley Workplace Advisor with experience managing equity compensation will review your unique situation and provide the perspective you need to make more informed decisions. This complimentary, no obligation 1:1 consultation includes:

 

  • - A discussion and analysis of your equity awards using our proprietary Equity Award Analysis tool

 

  • - A walk-through of your potential cash flows, sell and exercise scenarios, and an overview of how varying market conditions may impact the value of your awards

 

  • - A comprehensive, individualized equity analysis report outlining the information mentioned above as well as hypothetical tax implications which you should discuss in more detail with your tax professional1

Morgan Stanley at Work

What You Can Expect in Your Meeting

Watch this video to learn how a Financial Advisor can help you understand your plan choices and navigate key decisions on the road to achieving your financial goals.

Watch this video to learn how a Financial Advisor can help you understand your plan choices and navigate key decisions on the road to achieving your financial goals.