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.
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.
Bulking up your retirement account
Saving for education
Making a future purchase, like a new home or car
Giving to causes you care about
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.
As a benefit of your company stock plan, you have access to a complimentary 1:1 session which includes:
An overview of your equity awards and any considerations unique to your company stock plan.
A review of your Equity Award Analysis, personalized with your stock plan portfolio with insights into:
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.
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.
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)