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. Morgan Stanley cuts through the complexities of equity compensation and gives the perspective you need to make more informed decisions.
Access to Our Professionals

Your employer has chosen to work with Morgan Stanley to manage equity awards for your company. As a benefit, you have access to a Morgan Stanley Financial Advisor who takes the time to get to know you and advises you on how to look at your equity compensation as a part of a complete financial picture.

A Custom Consultation Just for You

Report and Analysis

Your meeting will include a discussion and analysis of your equity awards with a Morgan Stanley Financial Advisor. You’ll leave with a report customized for your hypothetical exercise and sale scenarios, based on the inputs you provide, and a better understanding of your choices.

Advice Aligned with Your Goals

A Financial Advisor can walk you through potential cash flows and various real-world financial scenarios. In addition, the report you will receive following the meeting will outline hypothetical tax implications which you should discuss in more detail with your tax professional*. If you choose to continue your relationship, your Financial Advisor can provide advice on which scenarios may align with your short-term cash needs and long-term financial objectives. *Morgan Stanley Financial Advisors cannot provide tax advice. Please connect with your tax professional to discuss your potential tax implications.

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.