Our workplace solutions give employees the confidence to take charge of their finances – and their future. By improving your employees’ financial wellness, you can benefit from a more productive workforce.
With fewer distractions, your teams can be more productive and engaged, helping your organization boost retention and its bottom line. We offer a range of solutions designed to address the diverse needs of your workforce to help meet their financial goals. Our Financial Wellness offering takes a multi-channel approach, leveraging cutting-edge technology and personal guidance, to encourage employees to take control and get the support they need, wherever they are on their financial journey.
- Digital Education Portal: Provide your employees with a customizable digital portal with tailored educational journeys, assessment tools, and access to personal guidance.
- Education Assistance: Help your employees pay off student loan debt and save for education with our customizable suite of Gradifi solutions. 1
- Financial Planning: Offer your employees, with increasing financial complexities, a holistic action plan to help them achieve their goals with guidance from a Financial Advisor.
- Comprehensive Planning: Support your senior leaders and their unique financial planning needs by providing access to the full suite of Morgan Stanley Wealth Management capabilities.
Check the background of our Firm and Investment Professionals on FINRA's Broker/Check.*
1 Gradifi Solutions are provided by E*TRADE Financial Corporate Services Inc., a subsidiary of Morgan Stanley.
Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.
CRC #5692090 (05/2023)