EMPLOYEE SOLUTIONS

Morgan Stanley
Financial Wellness

A corporate financial wellness program aimed at improving employees' financial lives.

Benefits to You
and Your Employees

Morgan Stanley Financial Wellness provides the opportunity for greater participation across your benefits programs.

Corporate Benefits
A comprehensive financial wellness program, customized to help address the priorities of employees and can serve as a complement to your Human Resources department.
Employee Benefits
Personalized financial education, advice and solutions helping your employees improve their financial knowledge and as well as identifying their needs.

Improving Your Employees
Financial Wellbeing

Through our customizable Financial Wellness Program, we provide employees access to a range of solutions that help address their unique challenges in managing finances.

Financial Education
Access to an online portal that helps employees measure and improve their financial wellbeing, while matching them with educational materials that can help address their needs.
Financial Advice
Guidance through digital channels as well as one-on-one interactions. Your employees can choose how to pursue their financial goals from either our online investing platform or through a Morgan Stanley Financial Advisor.
Financial Solutions
Services focused on taxes, cash, investments and more to help your employees navigate their day-to-day financial lives.

The Morgan Stanley
Financial Wellness Experience

Our goal is to help ensure every employee gets the most from their Financial Wellness experience.

Discovery
Communication
Financial Education
Discovery and
Custom Program
Development


  • Which employees will receive Morgan Stanley Financial Wellness?
  • What employee benefits do you already offer?
  • Do you want to offer financial education to your employees?
The Morgan Stanley Financial Wellness Experience
Our goal is to ensure every employee gets the most from their Financial Wellness experience.
Discovery
Discovery and Custom Program Development
During the discovery phase, we seek to gather input from each organization to customize their solution. For example:

  • Which employees will receive Morgan Stanley Financial Wellness?
  • What employee benefits do you already offer?
  • Do you want to offer financial education to your employees?
Communication
Communication
We offer a suite of tools to aid in the promotion and delivery of Morgan Stanley Financial Wellness. These include:

  • Customized Employee Website
  • Launch E-mails highlighting benefits of the program
  • Program Overview Material
  • Quarterly Themed E-mails to enhance their wellbeing
Financial Education
Financial Education
Our online portal helps employees measure and improve their financial wellbeing by matching them with educational materials that may address their needs across six financial topics:

  • Personal Finances
  • Retirement
  • Taxes
  • Estate Planning
  • College Planning
  • Investing

We also provide in-person seminars through our Morgan Stanley Financial Advisors covering 15+ topics.

Learn More
Connect with Us

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