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

Advice Aligned with Your Goals

Following your initial consultation, if you would like to explore how your equity plan awards can fit into your broader financial plan, a Morgan Stanley Financial Advisor with experience in equity plan compensation, can work with you to identify which scenarios may align with your short-term cash needs and long-term financial objectives.

Schedule a meeting. Explore the possibilities.

To get started with your Equity Award Analysis, email equityplanning@morganstanley.com today.  In your email please provide the purpose of your meeting as Equity Award Analysis, and best phone number to reach you.

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.