A personalized Equity Award Analysis is a smart first step to help you gain an understanding of the full potential value of your awards and how they fit into your overall financial picture.
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Equity Award Analysis
Your equity awards are your company’s way of recognizing you for a job well done—and they can also play an important role in helping you achieve your financial goals. As a benefit of your company stock plan, you have access to our exclusive Equity Award Analysis to help you gain a deeper understanding of the full value of your equity awards.
What You Can Expect During Your Equity Award Analysis
Watch this video to learn how a Financial Advisor can help you understand your equity plan 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.
Empower Yourself to Get Closer to Your Goals
A more informed view of your equity awards can help you see how they might fit into your broader financial picture and help you towards achieving your goals such as:
Retirement
Bulking up your retirement account
Saving
Saving for education
Purchases
Making a future purchase, like a new home or car
Giving
Giving to causes you care about
Your Equity Award Analysis Consultation
As a benefit of your company stock plan, you have access to a complimentary 1:1 session which includes:
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01Educational Overview
An overview of your equity awards and any considerations unique to your company stock plan.
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02Report Review
A review of your Equity Award Analysis, personalized with your stock plan portfolio with insights into:
- How market fluctuations may impact the value of your awards,
- Hypothetical sell and exercise scenarios, and
- Potential tax implications1, which you should discuss with your tax advisor.
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03Discussion & Questions
A discussion to address your questions and help empower you to make the most of your awards. Following the session your Equity Award Analysis report is yours to keep.
Schedule a meeting. Explore the possibilities.
To get started, email equityplanning@morganstanley.com today. In your email, please provide the purpose of your meeting as Equity Award Analysis, and the best phone number to reach you.
1 To make the most of your Equity Award Analysis, you should be prepared to provide relevant tax inputs, including specific tax brackets, during the meeting. Certain types of equity such as stock purchased from an Employee Stock Purchase Plan or through exercise of an Incentive Stock Option, may be subject to special tax rules not reflected in the Equity Award Analysis platform.
Disclosures:
The Equity Award Analysis is prepared using a brokerage tool and not an advisory tool. It is not a financial plan and does not create an investment advisory relationship between you and the Morgan Stanley Workplace Advisor. It is for educational purposes only and does not provide individually tailored investment advice and is not intended to be a personalized security, account type or investment strategy recommendation.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors, Workplace Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
© 2023 Morgan Stanley Smith Barney LLC. Member SIPC.
CRC#5607125 (04/2023)