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Products and Services

We understand the regulatory challenges you face as an executive and key insider when trying to access the assets in your corporate equity compensation plan. The experienced professionals on our Executive Financial Services (EFS) team can partner with your Morgan Stanley Financial Advisor to deliver specialized guidance and tailored solutions for your unique needs and help you navigate complex regulatory issues.

A Commitment to Excellence

Whether you’re part of a company that’s public or considering going public, your Financial Advisor is dedicated to working with you, the EFS team and your corporate counsel to build and manage a customized strategy for your investment and financial objectives.

We have expertise in a variety of programs, strategies and services, including:

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Put Your Wealth to Work

If you find that your wealth is disproportionately weighted in company stock or the restrictions placed on the sale of your shares are limiting your personal financial growth, we offer strategic guidance and sophisticated strategies to help you gain greater access to your wealth.

We look forward to answering specific questions you may have about our Executive Financial Services platform. Please reach out to your Morgan Stanley Financial Advisor, who will be glad to walk you through the critical steps to access our specialized guidance and tailored solutions. You also can contact EFS directly at

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Morgan Stanley Global Service Centers


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