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Morgan Stanley Wealth Management mobilizes hundreds of advisors for pro bono financial planning service.

Others
03 Jun 2026
GlobeNewsWire
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Bullish
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Morgan Stanley Wealth Management has launched one of the largest pro bono financial planning initiatives in the industry, engaging over 320 CFP® professionals to provide free financial guidance to underserved individuals and families. This effort is part of a broader strategy to embed volunteerism into the firm's culture, enhancing advisor engagement and community impact. The initiative includes year-round opportunities and focused events like Global Volunteer Month, supported by training and resources through a partnership with the Foundation for Financial Planning. This model offers a replicable framework for other firms aiming to expand pro bono services while benefiting advisors' professional growth and firm recruitment efforts.

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