Financial Wellness Programs

Financial Wellness Programs

Whether you are at the beginning of your career, nearing retirement, or anywhere in between, a financial wellness program can provide the tools, resources and guidance to help achieve your financial goals. Brown & Brown is proud to offer two financial wellness programs at no cost to teammates.

Morgan Stanley (Available November 1, 2021)

The Morgan Stanley financial wellness program will provide you with access to educational tools, resources and professionals. Please log into the financial wellness digital portal to measure and improve your financial well-being by exploring a range of topics recommended based on your individual needs.

Additional information is available on The Spot.

Charles Schwab (Available Now)

Schwab Retirement Plan Services recently launched an interactive, online dashboard designed to help retirement plan participants save and invest. An active Schwab Retirement Plan Services account is required to access the Financial Wellness tools and resources.

Additional information is available on The Spot.