Morgan Stanley Investor Presentation Deck

Morgan Stanley 2 Wealth Management: Leadership Position in All Wealth Channels Drives New Asset and Client Acquisition Workplace (1)(3) Advisor-Led (1)(2) #1 ~2.5MM Households $77B n Fee-Based Asset Flows in 2020 Top 2 4.9 MM Number of Participants 15% + Proceeds Retention Opportunity Self-Directed (1)(4) Top 3 6.7 MM The End Notes are an integral part of this Presentation. See slides 19-26 at the back of this presentation for information related to the financial metrics and defined terms in this presentation Households $15Bn+ Assets Historically Lost to Channels with Advice Capabilities Annually Further Opportunities to Capture ~$8Tn Assets Held Away (5) 9

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