Equity awards are a recognition of your executives’ hard work. Let’s help put them to good use. Leveraging an innovative analysis platform, our team provides strategy and perspective to help your leaders maximize the impact of their equity.
Each Equity Awards Analysis consultation happens one-one-one with a Financial Advisor or Executive Relationship Manager, at no cost or obligation to you or your employees. Our approach is designed to educate participants and explain how equity awards relate to their long-term goals.
At the conclusion of a consultation, participants receive a comprehensive analysis report. These reports are made for each employee, reflect their unique financial situation and are a useful tool for discussion with other financial professionals.
Make complex concepts, like stock option taxation, clearer for participants and illustrate hypothetical scenarios in a way everyone can understand. Our platform leverages all the information gathered during discovery and brings it to life with easy-to-understand graphs, tables and visualizations.
Reports evaluate the impact that market conditions may have on your awards, various sell and exercise scenarios and potential tax implications related to those scenarios.
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*The Equity Award Analysis is prepared using a brokerage tool and not an advisory tool. It is not a financial plan and does not create an investment advisory relationship between you and the Morgan Stanley Workplace Advisor. It is for educational purposes only and does not provide individually tailored investment advice and is not intended to be a personalized security, account type or investment strategy recommendation.
Certain types of equity, such as stock purchased from an Employee Stock Purchase Plan or through exercise of an Incentive Stock Option, may be subject to special tax rules not reflected in the EAA tool
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