Morgan Stanley at Work

Financial Benefits for Modern Teams

Transform your workplace through financial well-being. From equity to retirement to college savings, our solutions help employees achieve their financial goals, so they can take your company to new heights.

When Employees Thrive, Your Company Thrives Too

There’s no better investment your company can make than in the people that power it. That’s why Morgan Stanley at Work delivers workplace financial solutions that can help employees build financial well-being—and help you attract and retain top talent.

Helping Your Company and Employees Thrive

Your employees deserve to have the support they need at any step of their financial journey. Learn how Morgan Stanley at Work can help you equip them to achieve their financial goals.

Your company has passionate, talented people. They pursue bold ideas, motivate co-workers and move the organization forward. So it’s good to ask yourself, “How am I taking care of talent?”

What many companies don’t realize is that they have an opportunity to help employees build confidence and reduce financial distractions. That’s critical—because when employees feel optimistic about their financial future, they can be more focused, productive, and loyal. 

That’s where Morgan Stanley at Work can help. 

We provide workplace financial solutions, so you can focus on growing your business. Our personalized approach, insightful guidance, and cutting-edge technology are designed to evolve as your company does. 

What does this look like? 

Modern equity plan administration that supports your company at any stage of growth and allow your employees to feel invested in shared success.

Retirement readiness programs that help your employees feel confident about the next stage of life. 

Deferred compensation plan services that can help you engage your highly compensated employees with this high value benefit.

Executive services provided by a dedicated team with concierge-level support on everything from equity compensation plans to access to wealth management and tax mitigation strategies, so your top talent can take your company to new heights. 

And saving and giving benefits that can make a difference in your employees’ lives, like repaying student loans – today and tomorrow.

Plus, available with all our solutions, your employees receive Financial Wellness, a comprehensive program designed to address their unique needs and help them reach their financial goals through a powerful combination of education, digital tools, guidance from our Financial Advisors.

That’s what it’s all about: helping your employees build confidence, extending beyond wealth. 

Because when people feel good about their work and their life, they can unleash their full potential. 


Products and services not available in all jurisdictions.

Morgan Stanley at Work, Morgan Stanley Smith Barney LLC, and its affiliates, employees and Financial Advisors do not provide legal or tax advice. Individuals should consult with their tax/legal advisors before making any tax/legal-related investment decisions.

Morgan Stanley at Work services are provided by Morgan Stanley Smith Barney LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley.

 © 2023 Morgan Stanley Smith Barney LLC. Member SIPC.

CRC 5699665 – 5/23

We’ve Got You Covered

Whether you’re a global corporation or a growing start-up, we understand your needs and offer tailored solutions and technology to help meet them.

Private Company
Grow with confidence and build a culture of excellence with solutions tailored to private companies.
Public Company
Help build the financial well-being of your employees whether you're newly public, growing globally or evolving your benefit offering.
Strategic Partner
Discover equity solutions that adapt to the diverse needs of your clients or portfolio companies.

Empower Your Teams with Financial Wellness

Available with every service we provide, our Financial Wellness offering is designed to address the unique needs of your employees and help them reach their financial goals through a powerful combination of education, digital tools, and guidance from our Financial Advisors.


State of the Workplace Study III

Employees are paying increased attention to workplace financial benefits and asking employers to help them understand how to maximize their benefit packages.

We Help Businesses and People Thrive

Learn how financially confident employees can power your business forward, and how our offering can help your employees achieve financial well-being.

Advantages For Your Company
Our team puts a heritage of experience and leadership into action so you can provide a benefit offering that sets you apart.
Advantages For Your Employees
Available with every service we provide, we deliver educational resources, digital tools and guidance designed to foster financial wellness across your company.

Not Sure Where to Start?

Answer a few questions about your company’s needs and we’ll recommend a solution.

Let’s Start the Conversation
Tell us a bit about your workplace and a member of our team will reach out to discuss your unique needs.

Get to Know Us

Who are we? Let us show you. Meet our team, get to know our story and learn why companies choose us.

Our Story
We help companies thrive by meeting the challenges of the modern workplace head-on. Learn how we’ve evolved to address the changing needs of businesses today.
Our Team
Get to know the team that’s working for yours. Learn about our company culture and the people powering Morgan Stanley at Work.
The Power of Morgan Stanley
No matter where your business is or where it’s going, our full firm is on your side. Learn what’s possible with the support of Morgan Stanley.

Insights for a Modern Workplace

Get the latest thinking from our experienced thought leaders. Discover new trends and unique perspectives to motivate your employees and fuel your business.

We’ll help you find the right workplace financial solutions for you, your employees and your business.

Get In Touch