Our workplace financial benefits deliver powerful tools, guidance and education to help companies and employees thrive.
There’s no better investment your company can make than in the people that power it. That’s why Morgan at Work delivers workplace financial solutions that can help employees build financial well-being—and help you attract and retain top talent.
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.
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.
Our offering provides thoughtful guidance, insightful education and intuitive technology to help your employees achieve their financial goals.
Learn how financially confident employees can power your business forward, and how our offering can help your employees achieve financial well-being.
Who are we? Let us show you. Meet our team, get to know our story and learn why companies choose us.
Get the latest thinking from our experienced thought leaders. Discover new trends and unique perspectives to motivate your employees and fuel your business.
Morgan at Work, Morgan Smith Barney LLC, and its affiliates and employees do not provide legal or tax advice. You should always consult with and rely on your own legal and/or tax advisors.
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NOT ALL PRODUCTS AND SERVICES ARE AVAILABLE IN ALL JURISDICTIONS OR COUNTRIES
This material is provided for informational purposes only and does not provide individually tailored investment or financial advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. Information and data contained herein is from multiple sources considered to be reliable and Morgan Smith Barney LLC (“Morgan”) makes no representation as to the accuracy or completeness of the information or data from sources outside of Morgan. Past performance is not indicative or a guarantee of future results.
Morgan Smith Barney LLC (“Morgan”) recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a Morgan Financial Advisor for related questions. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.
Employee stock plan solutions are offered by E*TRADE Financial Corporate Services, Inc., Solium Capital LLC, Solium Plan Managers LLC and Morgan Smith Barney LLC (“MSSB”), which are part of Morgan at Work.
Morgan at Work services and stock plan accounts are provided by wholly owned subsidiaries of Morgan.
Morgan at Work stock plan accounts were previously referred to as Shareworks, StockPlan Connect or E*TRADE stock plan accounts, as applicable.
In connection with stock plan solutions offered by Morgan at Work, securities products and services are offered by MSSB, Member SIPC.
E*TRADE from Morgan is a registered trademark of MSSB.
All entities are separate but affiliated subsidiaries of Morgan.
The laws, regulations, and rulings addressed by the products, services, and publications offered by Morgan and its affiliates are subject to various interpretations and frequent change. Morgan and its affiliates do not warrant these products, services, and publications against different interpretations or subsequent changes of laws, regulations, and rulings. Morgan and its affiliates do not provide legal, accounting, or tax advice. Always consult your own legal, accounting, and tax advisors.
Financial Coaching, provided by My Secure Advantage, in partnership with Morgan Financial Wellness is for informational and educational purposes only. It does not provide individually tailored investment advice and has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. Morgan Smith Barney LLC (“Morgan”) recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a Morgan Financial Advisor for related questions. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.
Tax laws are complex and subject to change. Morgan Smith Barney LLC, its affiliates and Morgan Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. You should consult your own tax and legal advisors (a) before establishing a nonqualified deferred compensation plan, and (b) regarding any potential legal, tax, and related consequences of any investments or other transactions made with respect to a nonqualified deferred compensation plan.
The products or services referenced herein are provided by My Secure Advantage, an unaffiliated party. Neither Morgan Smith Barney LLC ("Morgan") nor its affiliates are the provider of such products or services and will not have any input or responsibility concerning an individual’s eligibility for, or the terms and conditions associated with, these products or services. Neither Morgan nor its affiliates shall be responsible for content of any advice, guidance or services provided by My Secure Advantage. Morgan or its affiliates may participate in transactions on a basis separate from My Secure Advantage. Morgan or its affiliates may receive compensation in connection with referrals made to My Secure Advantage. Any review of the My Secure Advantage performed by Morgan was based on information from sources that we believe are reliable but we cannot guarantee its accuracy or completeness. This referral should in no way be considered to be a solicitation by the Firm for business on behalf of My Secure Advantage. The Firm makes no representation regarding the appropriateness or otherwise of the products or services provided My Secure Advantage. There may be additional service providers for comparative purposes. If you choose to contact My Secure Advantage, do thorough due diligence, and make your own independent decision.
When Morgan Smith Barney LLC, its affiliates and Morgan Financial Advisors and Private Wealth Advisors (collectively, “Morgan”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan 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 provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan 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.
Morgan at Work and Global Intelligence services are provided by Morgan Smith Barney LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan.
This is not an offer to sell or a solicitation of an offer to buy securities, products or services by any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation.
The laws, regulations and rulings addressed by the products, services, and publications offered by Morgan and its affiliates are subject to various interpretations and frequent change. Morgan and its affiliates do not warrant these products, services and publications against different interpretations or subsequent changes of laws, regulations, and rulings. Morgan and its affiliates do not provide legal accounting or tax advice. Always consult your own legal, accounting and tax advisors.
System response and account access times may vary due to a variety of factors, including trading volumes, market conditions, system performance, and other factors.
Investment, insurance and annuity products offered through Morgan Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
E*TRADE Financial Corporate Services, Inc. announced in October 2023 the sale to Vestwell Holdings, Inc. of its Gradifi Solutions assets related to the Saving and Giving offerings described above. As a result, the Saving and Giving offerings will be available soon through Vestwell. Please note, that Vestwell runs an independent business that is not affiliated with E*TRADE Financial Corporate Services, Inc. or any of its affiliates, and Vestwell will be providing the Gradifi Solutions through its own systems and operational infrastructure.
Morgan at Work services are provided by Morgan Smith Barney LLC, member SIPC, and/or its affiliates, all wholly owned subsidiaries of Morgan.
©2023 Morgan Smith Barney LLC. Member SIPC.
CRC 5701982-5/23
