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Our Insights
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- At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
  Personal Finance
  
  Learn from our industry leaders about how to manage your wealth and help meet your personal financial goals.
- At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
  Market Trends
  
  From volatility and geopolitics to economic trends and investment outlooks, stay informed on the key developments shaping today's markets.
- At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
  Technology & Disruption
  
  Whether it’s hardware, software or age-old businesses, everything today is ripe for disruption. Stay abreast of the latest trends and developments.
- At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
  Sustainability
  
  Our insightful research, advisory and investing capabilities give us unique and broad perspective on sustainability topics.
- At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
  Diversity & Inclusion
  
  Multicultural and women entrepreneurs are the cutting-edge leaders of businesses that power markets. Hear their stories and learn about how they are redefining the terms of success.
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What We Do
What We Do
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Wealth Management
  
  We help people, businesses and institutions build, preserve and manage wealth so they can pursue their financial goals.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Investment Banking & Capital Markets
  
  We have global expertise in market analysis and in advisory and capital-raising services for corporations, institutions and governments.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Sales & Trading
  
  Global institutions, leading hedge funds and industry innovators turn to Morgan Stanley for sales, trading and market-making services.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Research
  
  We offer timely, integrated analysis of companies, sectors, markets and economies, helping clients with their most critical decisions.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Investment Management
  
  We deliver active investment strategies across public and private markets and custom solutions to institutional and individual investors.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Morgan Stanley at Work
  
  We provide comprehensive workplace financial solutions for organizations and their employees, combining personalized advice with modern technology.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Sustainable Investing
  
  We offer scalable investment products, foster innovative solutions and provide actionable insights across sustainability issues.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Inclusive Ventures Group
  
  From our startup lab to our cutting-edge research, we broaden access to capital for diverse entrepreneurs and spotlight their success.
About Us
About Us
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Core Values
  
  Everything we do at Morgan Stanley is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Leadership
  
  Morgan Stanley leadership is dedicated to conducting first-class business in a first-class way. Our board of directors and senior executives hold the belief that capital can and should benefit all of society.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  History
  
  From our origins as a small Wall Street partnership to becoming a global firm of more than 80,000 employees today, Morgan Stanley has been committed to clients and communities for 87 years.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Locations
  
  The global presence that Morgan Stanley maintains is key to our clients' success, giving us keen insight across regions and markets, and allowing us to make a difference around the world.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Diversity
  
  Morgan Stanley is differentiated by the caliber of our diverse team. Our culture of access and inclusion has built our legacy and shapes our future, helping to strengthen our business and bring value to clients.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Sustainability
  
  Our firm's commitment to sustainability informs our operations, governance, risk management, diversity efforts, philanthropy and research.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Giving Back
  
  At Morgan Stanley, giving back is a core value—a central part of our culture globally. We live that commitment through long-lasting partnerships, community-based delivery and engaging our best asset—Morgan Stanley employees.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Technology
  
  As a global financial services firm, Morgan Stanley is committed to technological innovation. We rely on our technologists around the world to create leading-edge, secure platforms for all our businesses.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Sponsorships
  
  At Morgan Stanley, we believe creating a more equitable society begins with investing in access, knowledge and resources to foster potential for all. We are committed to supporting the next generation of leaders and ensuring that they reflect the diversity of the world they inherit.
Why Us
Why Us
- For 88 years, we’ve had a passion for what’s possible. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals.
  
  Why Morgan Stanley
  
  At Morgan Stanley, we focus the expertise of the entire firm—our advice, data, strategies and insights—on creating solutions for our clients, large and small.
- For 88 years, we’ve had a passion for what’s possible. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals.
  
  How We Can Help
  
  We have the experience and agility to partner with clients from individual investors to global CEOs. See how we can help you work toward your goals—even as they evolve over years or generations.
- For 88 years, we’ve had a passion for what’s possible. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals.
  
  Building a Future We Believe In
  
  At Morgan Stanley, we put our beliefs to work. We lead with exceptional ideas, prioritize diversity and inclusion and find meaningful ways to give back—all to contribute to a future that benefits our clients and communities.
- For 88 years, we’ve had a passion for what’s possible. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals.
  
  Get Started
  
  Meet one of our Financial Advisors and see how we can help you.
- For 88 years, we’ve had a passion for what’s possible. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals.
  
  Stay in the Know
  
  Get the latest insights, analyses and market trends in our newsletter, podcasts and videos.
Careers
Careers
- We believe our greatest asset is our people. We value our commitment to diverse perspectives and a culture of inclusion across the firm. Discover who we are and the right opportunity for you.
  
  Students & Graduates
  
  A career at Morgan Stanley means belonging to an ideas-driven culture that embraces new perspectives to solve complex problems. See how you can make meaningful contributions as a student or recent graduate at Morgan Stanley.
- We believe our greatest asset is our people. We value our commitment to diverse perspectives and a culture of inclusion across the firm. Discover who we are and the right opportunity for you.
  
  Experienced Professionals
  
  At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. See how you can continue your career journey at Morgan Stanley.
- We believe our greatest asset is our people. We value our commitment to diverse perspectives and a culture of inclusion across the firm. Discover who we are and the right opportunity for you.
  
  Experienced Financial Advisors
  
  At Morgan Stanley, our premier brand, robust resources and market leadership can offer you a new opportunity to grow your practice and continue to fulfill on your commitment to deliver tailored wealth management advice that helps your clients reach their financial goals.
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Welcome to Morgan Stanley Virtual Advisor

Accessible Wealth Management

From retirement planning to preparing for important milestones, our Financial Advisors can help you set investment strategies that focus on your goals. Start preparing today with our Retirement Planning Roadmap.

Download the Retirement Guide

Our Process Empowers Your Future

Meaningful Goal Planning

Partner with our Financial Advisors to define your goals and develop a personalized strategy to help build your personal wealth. Over time, we’ll work with you to adapt your portfolio based on what’s important to you.

Accessible Advice

Reach a Financial Advisor by phone whenever you need guidance and advice. Plus, you’ll engage in portfolio reviews to help keep your strategy on the right track.

Products, Solutions & Resources

Access Morgan Stanley’s wide range of financial products, portfolio management tools, and research to help you stay informed and on top of market trends.

Digital Tools

Use our digital tools to keep track of your progress and check in on your accounts 24/7 online or with the Morgan Stanley App.

We’re Here to Partner With You

With our carefully crafted approach and broad perspectives, we can help you gain an advantage in managing your financial growth.

goal

A Tailored Roadmap

We don’t believe in one-size-fits-all when it comes to investing. Right from the start, our Advisors work with you to help make sure your goals, how you envision supporting your family, and important milestones are driving your personalized strategy.

solution

Human Advice Backed by Technology

Our knowledgeable Advisors will help you see the full picture of the investing landscape. Their broad perspectives combined with technology-enabled insights offer informed guidance to help optimize your strategies and keep you on track towards your goals.

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Our Successful Legacy

When you work with us, you have over 88 years of experience and knowledge backing up your strategies. We’ve helped our clients through shifting markets, understanding emerging technologies and more—and we’re here to use that same knowledge to help you succeed.

Ready To Get Started? Let's Talk About Your Goals

Schedule your consultation online or call us at 866-743-5700,
8 a.m. to 7:30 p.m. ET, Monday through Friday.

Already a client? Schedule your next check-in.

Schedule your complimentary consultation

Not sure if Morgan Stanley Virtual Advisor is right for you?

Watch these videos to better understand our process and the value our Financial Advisors can bring to your investments.

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Bring the Best of Morgan Stanley to Your Portfolio

In our long history, we have created a spectrum of strategies, services, and solutions that help with our clients’ unique needs. Discover some of our key products and approaches to help you take the next step in your investment strategy.

Explore Goals-Based Planning Navigate Equity Compensation See Products & Solutions Designed to Help Manage Your Financial Life Stay Connected to Your Investments with Our Online Experiences

Explore Our Resources for Every Stage

Wealth Management

Your Go-To Knowledge Center

The Morgan Stanley Virtual Advisor Knowledge Center gives you access to leading insights that can help you make sense of market conditions and help you prepare for your financial future.

Wealth Management

Where To Start With Retirement

With the Retirement Roadmap, you can develop financial strategies for every stage of life—whether you’re already enjoying your retirement or it’s decades away.

Add Our Advice to Your Wealth-Building Journey

Working with Morgan Stanley Virtual Advisor means having access to an insightful, adaptable team that is focused on supporting strategies personalized to fit your goals.

Schedule your consultation online or call us at 866-743-5700, 8 a.m. to 7:30 p.m. ET, Monday through Friday.

Already a Client? Schedule your next check-in.

Schedule your complimentary consultation

Check the background of our firm and investment professionals on FINRA's BrokerCheck.

* Personalized advice may require the opening of a Morgan Stanley Smith Barney LLC account with a Financial Advisor and may require minimum asset levels. Other eligibility requirements, fees, and costs may apply, and certain products and services are not available to or appropriate for all clients.

RO# 3497956 (05/2024)

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