Special Offers

NAR and Morgan Stanley have come together under the Center for REALTOR® Financial Wellness to provide NAR Members with special offers on financial planning and investment services.

Morgan Stanley

No matter where you are in life—starting your career, approaching retirement, or somewhere in between—Morgan Stanley offers planning, investment and guidance to help you achieve your financial goals.

With special rates for NAR members, you have an opportunity to work with one of Morgan Stanley’s knowledgeable Financial Advisors to create financial strategies focused on accomplishing major milestones, such as saving for retirement, funding a child’s education, or purchasing property. Financial Planning is available on a one-time or annual basis—it’s up to you.

Morgan Stanley can also help you bring your financial plan to life with investment options that fit your needs, from a fully digital investing experience to ongoing conversations and portfolio management with Financial Advisors.

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Special Offers and Rates to NAR Members

Financial Planning

Three plans, exclusively designed for REALTORS®, based on career stage:

a) One-time Financial Consultation:

Retail Rate: $1,000 / NAR Rate: $300 (70% discount) One-time, goals based, financial planning consultation. Recommend for one-time situations such as college savings.

b) Annual Financial Consultation and Financial Plan:

Retail Rate: $2,500 / NAR Rate: $1,000 (40% discount) Complete financial plan delivered annually, dedicated Financial Advisor, Includes net worth statement, spending analysis, investment strategy, and retirement planning.

c) Enhanced Annual Financial Consultation and Financial Plan:

Retail Rate: $5,000 / NAR Rate: $2,500 (50% discount) Comprehensive financial plan delivered annually — multiple meetings per year, dedicated Financial Advisor, estate and wealth planning, and access to additional planning specialists as needed.

Investing

a) Morgan Stanley Access Investing:

Automated investing platform that helps you work toward a goal with a diversified portfolio and the ability to invest in the sectors and causes you choose. Member Benefit: discounted annual fee of .25% (normally .35%).

b) Morgan Stanley Virtual Advisors:

Remote advice and manage your portfolio and plan with our team of highly skilled Financial Advisors.

c) Morgan Stanley Financial Advisors:

Work with a dedicated Financial Advisor for ongoing comprehensive planning, advice and management.

Financial Consultation Overview

Complimentary Financial Consultations With Morgan Stanley

The Morgan Stanley at Work team is pleased to provide NAR members with resources, education, and guidance to help you manage your financial life. Download this free document for your first consultation.

PDF Download

Manage Your Financial Life
(172 KB)

Learn more here or email msfwadministration@morganstanley.com with code “NAR” to get started on your financial journey!