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Our Insights
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- At Morgan, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
  Personal Finance
  
  Learn from our industry leaders about how to manage your wealth and help meet your personal financial goals.
- At Morgan, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
  Market Trends
  
  From volatility and geopolitics to economic trends and investment outlooks, stay informed on the key developments shaping today's markets.
- At Morgan, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
  Technology & Disruption
  
  Whether it’s hardware, software or age-old businesses, everything today is ripe for disruption. Stay abreast of the latest trends and developments.
- At Morgan, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
  Sustainability
  
  Our insightful research, advisory and investing capabilities give us unique and broad perspective on sustainability topics.
- At Morgan, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
  Diversity & Inclusion
  
  Multicultural and women entrepreneurs are the cutting-edge leaders of businesses that power markets. Hear their stories and learn about how they are redefining the terms of success.
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2024 Election Updates

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Could AI Robots Help Fill the Labor Gap?

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What We Do
What We Do
- Morgan helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Wealth Management
  
  We help people, businesses and institutions build, preserve and manage wealth so they can pursue their financial goals.
- Morgan helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Investment Banking & Capital Markets
  
  We have global expertise in market analysis and in advisory and capital-raising services for corporations, institutions and governments.
- Morgan helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Sales & Trading
  
  Global institutions, leading hedge funds and industry innovators turn to Morgan for sales, trading and market-making services.
- Morgan helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Research
  
  We offer timely, integrated analysis of companies, sectors, markets and economies, helping clients with their most critical decisions.
- Morgan helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Investment Management
  
  We deliver active investment strategies across public and private markets and custom solutions to institutional and individual investors.
- Morgan helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Morgan at Work
  
  We provide comprehensive workplace financial solutions for organizations and their employees, combining personalized advice with modern technology.
- Morgan helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Sustainable Investing
  
  We offer scalable investment products, foster innovative solutions and provide actionable insights across sustainability issues.
- Morgan helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Inclusive Ventures Group
  
  From our startup lab to our cutting-edge research, we broaden access to capital for diverse entrepreneurs and spotlight their success.
About Us
About Us
- Since our founding in 1935, Morgan has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Core Values
  
  Everything we do at Morgan is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back.
- Since our founding in 1935, Morgan has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Leadership
  
  Morgan leadership is dedicated to conducting first-class business in a first-class way. Our board of directors and senior executives hold the belief that capital can and should benefit all of society.
- Since our founding in 1935, Morgan has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  History
  
  From our origins as a small Wall Street partnership to becoming a global firm of more than 80,000 employees today, Morgan has been committed to clients and communities for 89 years.
- Since our founding in 1935, Morgan has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Locations
  
  The global presence that Morgan maintains is key to our clients' success, giving us keen insight across regions and markets, and allowing us to make a difference around the world.
- Since our founding in 1935, Morgan has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Diversity
  
  Morgan is differentiated by the caliber of our diverse team. Our culture of access and inclusion has built our legacy and shapes our future, helping to strengthen our business and bring value to clients.
- Since our founding in 1935, Morgan has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Sustainability
  
  Our firm's commitment to sustainability informs our operations, governance, risk management, diversity efforts, philanthropy and research.
- Since our founding in 1935, Morgan has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Giving Back
  
  At Morgan, giving back is a core value—a central part of our culture globally. We live that commitment through long-lasting partnerships, community-based delivery and engaging our best asset—Morgan employees.
- Since our founding in 1935, Morgan has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Technology
  
  As a global financial services firm, Morgan is committed to technological innovation. We rely on our technologists around the world to create leading-edge, secure platforms for all our businesses.
- Since our founding in 1935, Morgan has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Sponsorships
  
  At Morgan, we believe creating a more equitable society begins with investing in access, knowledge and resources to foster potential for all. We are committed to supporting the next generation of leaders and ensuring that they reflect the diversity of the world they inherit.
Why Us
Why Us
- For 89 years, we’ve had a passion for what’s possible. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals.
  
  Why Morgan
  
  At Morgan, we focus the expertise of the entire firm—our advice, data, strategies and insights—on creating solutions for our clients, large and small.
- For 89 years, we’ve had a passion for what’s possible. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals.
  
  How We Can Help
  
  We have the experience and agility to partner with clients from individual investors to global CEOs. See how we can help you work toward your goals—even as they evolve over years or generations.
- For 89 years, we’ve had a passion for what’s possible. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals.
  
  Building a Future We Believe In
  
  At Morgan, we put our beliefs to work. We lead with exceptional ideas, prioritize diversity and inclusion and find meaningful ways to give back—all to contribute to a future that benefits our clients and communities.
- For 89 years, we’ve had a passion for what’s possible. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals.
  
  Get Started
  
  Meet one of our Financial Advisors and see how we can help you.
- For 89 years, we’ve had a passion for what’s possible. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals.
  
  Stay in the Know
  
  Get the latest insights, analyses and market trends in our newsletter, podcasts and videos.
Careers
Careers
- We believe our greatest asset is our people. We value our commitment to diverse perspectives and a culture of inclusion across the firm. Discover who we are and the right opportunity for you.
  
  Students & Graduates
  
  A career at Morgan means belonging to an ideas-driven culture that embraces new perspectives to solve complex problems. See how you can make meaningful contributions as a student or recent graduate at Morgan.
- We believe our greatest asset is our people. We value our commitment to diverse perspectives and a culture of inclusion across the firm. Discover who we are and the right opportunity for you.
  
  Experienced Professionals
  
  At Morgan, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. See how you can continue your career journey at Morgan.
- We believe our greatest asset is our people. We value our commitment to diverse perspectives and a culture of inclusion across the firm. Discover who we are and the right opportunity for you.
  
  Experienced Financial Advisors
  
  At Morgan, our premier brand, robust resources and market leadership can offer you a new opportunity to grow your practice and continue to fulfill on your commitment to deliver tailored wealth management advice that helps your clients reach their financial goals.
Featured

Explore Our Culture

Careers

Yes, You Can Be a Tech Innovator at Morgan

Technology

Wealth Management

Security Center: How to Protect Yourself Online

Safeguarding your assets and information is one of our highest priorities, but you also have a critical role to play. Check out our collection of practical takeaways and best practices from our cybersecurity professionals, then explore a few of the ways we help protect you.

Top Trends and Tips

The cybersecurity landscape is always changing. Start here to get up to speed on the latest in cyber awareness and what it means for you.

Wealth Management

Seniors’ Guide to Cybersecurity

Learn how to increase cybersecurity protection for senior citizens in three steps by reading this guide for caregivers.

Wealth Management

The Top Cybersecurity Terms You Need to Know

Wealth Management

AI and Cybersecurity: A New Era

Wealth Management

Protecting Yourself From Tax Season Scams

What You Should Know

Vigilance is key to keeping your digital assets and identity safe. Here are some easy, common-sense ways to protect yourself online.

Know What to do If You Think You've Been Hacked

Dealing with Cyber Threats: The Evolution of Authentication

Wealth Management Know What to do If You Think You've Been Hacked Know the steps to take if and when your identity, accounts, devices or information is compromised.

Wealth Management Maintain Good Cybersecurity Habits Whether it’s strengthening your passwords or treating emails with more caution, you can take steps to reduce your risks.

Wealth Management Protect Your Digital Footprint You can’t erase your digital footprint, but you can take steps to help safeguard it.

Wealth Management A Password Management Primer Learn about password best practices—as well as a solution that could simplify your security and user experience.

Wealth Management The Importance of Data Backups Learn why backups should be a part of your overall cybersecurity strategy.

Wealth Management How to Protect Your Data Privacy Learn how to take back control of your information.

Wealth Management Dealing with Cyber Threats: The Evolution of Authentication Over the years, cybercriminals have become more sophisticated and employed increasingly complex ways to infiltrate your accounts.

Wealth Management Know What to do If You Think You've Been Hacked

Wealth Management Maintain Good Cybersecurity Habits

Wealth Management Protect Your Digital Footprint

Wealth Management A Password Management Primer

Wealth Management The Importance of Data Backups

Wealth Management How to Protect Your Data Privacy

Wealth Management Dealing with Cyber Threats: The Evolution of Authentication

How to Detect and Prevent Cyber Scams

Scammers cast a wide net when looking for prey. You can reduce your vulnerability by knowing the signs of a scam—and how to respond if you fall victim.

Social Engineering Scams Ransomware Fend Off Phone Porting, Robocalls and Robotexts Tech Support Scams P2P Payment Scams Advance Fee Scams Holiday Scams Cryptocurrency Scams

Ways to Keep Your Family Safe

Children and seniors are prime targets for cybercriminals. Learn how to protect the people you love most.

Internet Safety: How to Talk to Your Children About Cybersecurity Cybersecurity for College Students Seniors’ Guide to Cybersecurity Grandparent Scams Romance Scams Stay Cybersafe on Vacation

How We Protect You

Morgan has built a leading cyber defense organization in-house, drawn from former senior professionals at government security agencies and the technology industry. We work nonstop around the globe to defend your digital assets and monitor the threat landscape on your behalf.

When someone logs in to your account, we evaluate the login and flag unusual or potentially high-risk activities in real time to identify indications of attempted fraud.

Fraud Detection and Prevention

Wealth Management

Leverage Our Digital Offerings

Our digital tools are built with the security of client assets and data as a top priority. All login sessions to Morgan Online and the Morgan Mobile App have end-to-end, high-grade encryption.

Digital Tools

We offer strong authentication options to verify your identity and protect access to your accounts, including device registration, one-time security codes and more.

Multi-Factor Authentication (MFA)

With VoiceID, we use a voiceprint—like a digital fingerprint—to seamlessly confirm your identity when you call our Service Center.

VoiceID

As a complimentary benefit to clients with a Morgan CashPlus Account, we offer a package of identity and credit protection services.

Identity and Credit Protection from Experian®

In the unlikely event that cyber activity breaches our security measures, we will reimburse you for losses on your Morgan Wealth Management accounts that are a result of the unauthorized access to our systems through no fault of your own.

Security Pledge

Report an Online Security Concern

If you suspect you may be the victim of fraud or identity theft, or if you notice suspicious account activity or receive a questionable email or text that appears to be from Morgan, please contact us immediately at
888-454-3965
(24 hours a day, 7 days a week)
For international clients, please contact your Morgan Client Representative immediately to report any online fraud or security concerns.

Disclosures:

Morgan Smith Barney LLC is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Smith Barney LLC (“Morgan”) of any information contained within the website. Morgan is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

The CashPlus Account is a brokerage account offered through Morgan Smith Barney LLC. Conditions and restrictions apply. Please refer to the CashPlus Account Disclosure Statement for further details at https://www.morganstanley.com/wealth-disclosures/cashplusaccountdisclosurestatement.pdf.

The third-party trademarks and service marks contained herein are the property of their respective owners. Investments and services offered through Morgan Smith Barney LLC, Member SIPC. The Morgan Mobile App is currently available for iPhone® and iPad® from the App Store℠ and Android™ on Google Play^TM. Standard messaging and data rates from your provider may apply. Subject to device connectivity.

Morgan Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan 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 Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY.

CRC#4911005 (04/2024)

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