| The Nature of Your Business Needs the Resources of Ours
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Many corporations value the synergy that can be achieved by working with one provider for all of their equity compensation and benefit programs. The Corporate Client Group at Morgan Stanley Smith Barney offers a wide array of products that meet a spectrum of needs. In conjunction with a Corporate Client Group Director – a Financial Advisor who has gone through specific Morgan Stanley Smith Barney product training and achieved an advanced firm designation - we can work with you to deliver the mix of our services and resources that best suit your needs.
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Global Stock Plan Services
Morgan Stanley Smith Barney’s Global Stock Plan Service(s) team can help you navigate the increasingly complex world of corporate and employee benefits programs. Our full service offering includes recordkeeping and brokerage services for stock option, restricted stock, stock purchase, SARs and performance share plans. With a worldwide presence, including call centers on three continents, we service clients who trade on 11 US and European exchanges.
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Business Retirement Planning
Morgan Stanley Smith Barney’s Business Retirement Planning group specializes in employer-sponsored retirement plans. Our Financial Advisors can help you deliver the retirement plan that your company and your employees deserve.
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Executive Benefits Services
Our Executive Benefits department is dedicated to assisting corporations with the development of benefit arrangements for senior executives, including nonqualified deferred compensation, supplemental retirement and executive life and disability insurance plans.
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Executive Financial Services
Our Executive Financial Services department specializes in assisting our Financial Advisors and their clients who own restricted and control stock, or have concentrated stock positions.
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Online Services
Our Corporate Client Group has developed a suite of Internet applications to support corporate benefit plans that offer distinct advantages to both employees and employers.
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On-Site Financial Education
Morgan Stanley Smith Barney offers financial planning and education programs – online and at your workplace – that helps your employees define their financial objectives and plan their financial future. |
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Corporate Administrative Services
The Corporate Client Group offers web tools for our corporate clients to access specific participant and plan information. Our Corporate Benefit Access site helps our corporate clients monitor and supervise their participants benefit plans in a secure environment.
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