Morgan Stanley Investor Conference Presentation Deck

Morgan Stanley Client Acquisition Funnel Drives Deeper Advice Relationships... 1 2 GAIN ACCESS THROUGH WORKPLACE AND SELF-DIRECTED RELATIONSHIPS BUILD TRUST AND CREDIBILITY 3 SUPPORT MIGRATION TO ADVICE The End Notes are an integral part of this Presentation. See slides 13 and 14 at the back of this presentation for information related to the financial metrics and defined terms in this presentation. 5

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