Morgan Stanley

Morgan Stanley Wealth Management Partners with EverFi to Launch New Digital Financial Education Program – Morgan Stanley Financially Fit

May 14, 2015

New York —

Morgan Stanley Wealth Management today announced that it has entered into a licensing agreement with EverFi, an education technology company that develops interactive learning tools focused on teaching valuable financial education and skills, to launch a new web-based financial education program called Morgan Stanley Financially Fit.

Morgan Stanley Financially Fit provides Financial Advisors with a digital financial curriculum to share with their clients and their families. This resource, developed and administered by EverFi, is comprised of four engaging courses – starting with grade school and progressing through high school, college and adulthood. The interactive courses bring financial concepts to life with games, polls and simulations associated with hundreds of age-appropriate lessons. Topics include money management, savings strategies, home ownership, college loans, identity theft, and investment portfolios.

“We are pleased to partner with EverFi to provide this interactive financial education program to our clients and their families through our financial advisors,” said Shelley O’Connor, Morgan Stanley Wealth Management’s Head of Field Management. “We are continuously working to expand our suite of digital products and services that complement the client-advisor relationship. Morgan Stanley Financially Fit can encourage important conversations between Financial Advisors, their clients and their clients’ children that can help them prepare for their financial futures.”

“Across the nation, there’s a critical need for financial education at all ages and income levels,” said EverFi CEO Tom Davidson. “Morgan Stanley is making a deep commitment to addressing this gap by ensuring that more families have access to important financial education resources that can help them prosper at all stages of life.”

The Morgan Stanley Financially Fit program was launched last month to a select group of Financial Advisors in the Washington, D.C., Metro area with plans to expand to a larger group of Financial Advisors in late spring.

About Morgan Stanley Wealth Management
Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, banking services, annuities and insurance, retirement and trust services.

Morgan Stanley (NYSE: MS) is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With offices in more than 43 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For more information about Morgan Stanley, please visit

About EverFi
With backing from some of the most notable global brands and leaders, EverFi has built a comprehensive critical skills platform focused on Financial Education, Digital Citizenship, STEM Readiness, Entrepreneurship, and Health and Wellness. The EverFi Education Network is powered by over 1,000 partner organizations across all 50 states and Canada and has certified over 12 million learners. Learn more at

Media Contacts: Christy Jockle, Morgan Stanley,, 914.225.6827; Brian Cooley, Chief Marketing Officer, EverFi,, 202.625.0011.x352

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