Our workplace solutions can provide your employees with the confidence to take charge of their finances—and their future. By improving your employees’ financial health, you can benefit from a more productive workforce.
We offer a range of financial education resources designed to address the diverse needs of your workforce, to help them create, plan and execute on their financial goals, wherever they are on their financial journey.
- Financial Education: Provides your employees with access to a rich library of digital content, available on-demand, including videos and articles on a variety of financial topics, from equity compensation to targeted financial concepts for affinity groups.
- Retirement Planning: Offers your employees the opportunity to create a goals-based plan with guidance from a Morgan Stanley Financial Advisor.
- Executive Services: Supports your senior leaders and their complex financial needs.
Check the background of our Firm and Investment Professionals on FINRA's Broker/Check.*
When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account.
CRC#5500254 (06/2026)