Welcome to the Morgan Stanley Virtual Advisor Knowledge Center

Whatever next step you’re planning to take in your financial journey, staying informed can help you make the right decisions. Browse our educational resources and market perspectives to help make sense of market conditions, understand the financial implications of life’s big milestones, and prepare for your financial future.
The financial decisions you make today can help you for years to come.

At Morgan Stanley Virtual Advisor, our Financial Advisors are here to be trusted partners who can help you set goals, develop a plan, and track your progress through all kinds of market conditions. Connect with our Financial Advisors – Already a client? Schedule a Conversation. Not yet a client? Schedule an Introductory Call

WATCH HOW MORGAN STANLEY VIRTUAL ADVISOR CAN LEND A HAND

We know that your world is ever changing – and that preparing for your financial future can be full of questions. Watch how our Financial Advisors specifically tailor our advice to your goals and where you are in life. 

Source: Morgan Stanley Virtual Advisor

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Plan for Your Goals

Everyone's goals are unique. Your path to pursue them should be too. We are here to help personalize a plan centered around your goals with insights like these.

Insights for Smarter Investing

Discover the latest investing ideas from Morgan Stanley thought leaders. Turn to us to assess how they can be incorporated into your portfolio.

  1. 1
    TAX-AWARE STRATEGIES FOR YOUR WEALTH PLAN

    The tax decisions you make today can help you save for years to come. Use these resources and ideas to help you get started.

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  2. 2
    MANAGING YOUR EQUITY COMPENSATION THROUGH MARKET VOLATILITY

    Turbulent market conditions may have you wondering what, if any, action to take with your company stock. Here are some considerations to help you keep a long-term focus.

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  3. 3
    6 WAYS TO REDUCE YOUR TAX BILL

    Take a look at your Form 1040 to find potential opportunities to save money hidden between its lines.

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  4. 4
    IS A VIRTUAL ADVISOR RIGHT FOR YOU?

    Discover the benefits of remote advice and how Morgan Stanley Virtual Advisor helps make goals-based planning simple. 

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Start the Conversation

Better plan your financial goals with a Morgan Stanley Virtual Advisor. Get started today.