Rethinking how executives view their equity compensation

Kevin Meyersburg, Managing Director, Head of Executive Services

E*TRADE Executive Services

04/30/20

Today, executives and senior business leaders face increasingly complex issues at work, and many companies choose to recognize their efforts through equity compensation. But with so much on their plates, there is often little time to consider how equity awards fit into their overall financial plan.

The Executive Services team was established specifically for this reason—to help executives understand and leverage the many benefits of their equity compensation, and to provide support and guidance.

An equity compensation award is more than just a recognition of achievement: It’s a strategic piece of total financial wellness that can play a key role in achieving long-term financial goals. An equity award can offer additional options that provide increased flexibility or access to liquidity. Even so, these awards are sometimes viewed as a burden, especially in terms of their tax implications, and often there is a disconnect between the stock plan awards and an executive’s overall financial plan.

Backed by nearly 40 years of experience in serving the needs of our clients at E*TRADE, the Executive Services team is dedicated to helping our executive stock plan participants incorporate their equity holdings into their financial lives. While supporting our participants is always our priority, in times of market volatility and uncertainty it’s more important than ever for executives to know that they have access to a team of dedicated financial professionals who have their backs.  

Many stock plan participants may feel that their equity compensation only becomes a part of their total financial picture after the award has vested and the shares have been sold. While selling is certainly an option, there are many other issues to consider including retirement, cash management, diversifying investments, tax, and more.

Whether participants are ready to take action, are simply curious, or are not sure where to start, Executive Services is here to help them navigate every aspect of equity compensation from their first award through retirement.

This team knows that each individual is different, and no single financial plan fits all. By getting to know participants on a personal level and understanding their unique financial picture and plans for the future, Executive Services can provide customized investment strategies to help meet those goals.1

No matter the intricacies of an award or the nuances of current financial needs, this team serves as the single point of contact for dedicated support. Whether participants are ready to take action, are simply curious, or are not sure where to start, Executive Services is here to help them navigate every aspect of equity compensation from their first award through retirement.

The Executive Services team is passionate about our culture of service and is excited to help bridge the gap between equity compensation and executives’ overall financial picture.

Need assistance?

Please don’t hesitate to reach us at 800-838-0908 or by email at executiveservice@etrade.com. To learn more visit www.etrade.com/execservices

Kevin Meyersburg
Managing Director, Head of Executive Services

As Head of E*TRADE’s Executive Services group, Mr. Meyersburg leads the team that is responsible for serving E*TRADE’s Executive Services stock plan participants.

With over 20 years of experience, Mr. Meyersburg has a proven track record of success in developing key relationships with high net worth individuals and identifying the solutions to help them achieve their financial goals. During his 15 years with E*TRADE, he has served in several leadership roles across the organization and has played an integral role in the growth and success of the firm.

Prior to joining E*TRADE, Mr. Meyersburg served as the vice president of the High Net Worth Relationship Group at Bank of Montreal/Harris Bank, and prior to that as director of the High Net Worth Group at Credit Suisse First Boston. Mr. Meyersburg earned a BS in Finance from Manhattan College, a MBA in Finance from Fordham University, and holds FINRA Series 7, 24, and 63 securities licenses.

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