Shannon Brightman - Morgan Stanley Financial Advisor - Bozeman, MT
Morgan Stanley
Shannon Brightman, CFP
Vice President, Wealth Management
Financial Advisor
Senior Portfolio Manager
Family Wealth Advisor
2200 West Main St
Bozeman, MT 59718
tel: (406) 522-2042
toll-free: (800) 423-6206 
fax: (406) 586-8694

My goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.

  • Financial Planning Association
    The largest membership organization for personal financial planning experts in the US
  • Morgan Stanley Environment and Social Finance Forum
    Member, Steering Committee
  • Director, Theodore Gordon Flyfishers
    Founders Fund Society Sponsor
    Awards annual scholarships to outstanding students of the environmental sciences.
  • Director, Juliana’s Anglers
    A women’s fly fishing club based in New York City
  • Professional Portfolio Management
  • Family Consulting
  • Retirement Planning
  • Education Planning
  • Philanthropic Services
  • Planning for Special Needs Individuals
  • Wealth Management & Divorce
  • Long Term Care Insurance
Education and Licensing
  • Ph.D., Harvard University, Cell & Developmental Biology, 1993
  • M.S., University of Massachusetts, Amherst, 1988
  • B.A., University of California, Davis, 1985
  • Series 7 – General Securities Representative
  • Series 66 – Investment Advisory Agent and Uniform State Exam
  • Life, Health and Variable Annuity
  • Certified Agent, NYS Partnership for Long-Term Care
  • Certified Agent, NJ Partnership for Long-Term Care
Business Experience
  • 2010 - present: CFP(r), Financial Advisor
    Family Wealth Advisor and Senior Portfolio Manager
    Morgan Stanley Wealth Management
  • 2005 - 2010: Financial Advisor
    UBS Financial Services, Inc., 2005 – 2010
  • 1992 - 2005: Faculty, Department of Biology, Sacred Heart University
    Tenured Professor and Chairperson, 1998 - 2004

Bulletin Board
  • As a CERTIFIED FINANCIAL PLANNER practitioner, I will review your whole financial picture to educate you on the best decisions for you and your family to help achieve your goals within your risk tolerance while providing a high quality of service. To learn more, email me.

  • Do questions like these impact your retirement picture: Do I have enough to cover my needs, my dreams and the unexpected? How do today's choices affect others I care about tomorrow? Is there life after work? Call to develop a strategy to help you achieve the retirement you envision.

  • Now is the time to start planning ahead for the potential costs of long-term care. Contact us to discuss ways to protect you and your family from one of the biggest threats to your standard of living.

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Shannon Brightman holds the following registrations:
Securities Agent: AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, MA, MD, MI, MN, MT, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WV; General Securities Representative; Investment Advisor Representative

NMLS#: 1275804

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Awards Disclosures

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