Morgan Stanley at Work


Leading workplace financial solutions for organizations and their employees, combining personalized advice with modern technology.

When Employees Thrive,
Companies Thrive Too

We help build financial confidence through insightful advice, thoughtful education and cutting-edge technology across a suite of
workplace solutions.

At Work Solutions
Innovative workplace offerings for companies and employees which include Shareworks by Morgan Stanley, our global equity plan management solution, Financial Wellness and Retirement solutions.
Institutional Solutions
Strategic investment consulting and cash management consulting services for institutions which include Graystone Consulting and Cash Investment Solutions.

OUR WORKPLACE SOLUTIONS

AT WORK SOLUTIONS

Shareworks by Morgan Stanley

Scalable solutions to ease local and global plan implementation, so equity professionals can support every stage of their company’s growth.

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AT WORK SOLUTIONS

Financial Wellness

Customizable solutions that help employees stay on top of their finances, so companies can benefit from more loyal and productive employees.

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AT WORK SOLUTIONS

Retirement

Comprehensive solutions to effectively maximize and customize retirement benefits, so managers can help employees make the most out of retirement.

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INSTITUTIONAL SOLUTIONS

Graystone
Consulting

Executing a bespoke investment consulting program focused solely on supporting institutions and fulfilling their fiduciary obligations.

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Institutional Solutions

Cash Investment
Solutions

Delivering a custom-built approach to balance sheet management that addresses specific requirements from Corporate Treasury departments.

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WORKING WITH MORGAN STANLEY AT WORK

We help companies from start-up to public, and employees from entry-level to executive, make the most out of their financial present and future.

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NOT ALL PRODUCTS AND SERVICES ARE AVAILABLE IN ALL JURISDICTIONS OR COUNTRIES.

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. Individuals should also consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

Graystone Consulting is a business of Morgan Stanley Smith Barney LLC.

Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

Check the background of our Firm and investment professionals on FINRA's Broker/Check

© 2020 Investment and services are offered through Morgan Stanley Smith Barney LLC. Member SIPC. CRC# 2892250 (01/2020)