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Morgan Stanley Wealth Management partners with EverFi to launch digital financial education program


Morgan Stanley Wealth Management has entered into a licensing agreement with EverFi to launch a new web-based financial education program called Morgan Stanley Financially Fit.

Morgan Stanley Financially Fit provides Financial Advisors with a digital financial curriculum to share with their clients and their families. This resource, developed and administered by EverFi, is comprised of four engaging courses – starting with grade school and progressing through high school, college and adulthood. The interactive courses bring financial concepts to life with games, polls and simulations associated with hundreds of age-appropriate lessons. Topics include money management, savings strategies, home ownership, college loans, identity theft, and investment portfolios.

“We are pleased to partner with EverFi to provide this interactive financial education program to our clients and their families through our financial advisors,” says Shelley O’Connor, Morgan Stanley Wealth Management’s Head of Field Management. “We are continuously working to expand our suite of digital products and services that complement the client-advisor relationship. Morgan Stanley Financially Fit can encourage important conversations between Financial Advisors, their clients and their clients’ children that can help them prepare for their financial futures.”

“Across the nation, there’s a critical need for financial education at all ages and income levels,” says EverFi CEO Tom Davidson. “Morgan Stanley is making a deep commitment to addressing this gap by ensuring that more families have access to important financial education resources that can help them prosper at all stages of life.”

The Morgan Stanley Financially Fit program was launched last month to a select group of Financial Advisors in the Washington, DC, Metro area with plans to expand to a larger group of Financial Advisors in late spring.

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