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.

Associations
  • 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
Services
  • Professional Portfolio Management
  • Family Consulting
  • Retirement Planning
  • Education Planning
  • Socially Responsible Investing
  • Philanthropic Services
  • Executive Financial Services
  • Insurance Services
  • Planning for Special Needs Individuals
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
  • Meet with me and our specialists to discuss valuable ideas and individually tailored wealth planning strategies to help you preserve your wealth

  • To see timely market recap, see Cash Market Rates Snapshot.

  • The highest compliment I can receive is the referral of your friends, family and business associates. Please consider sharing this information by forwarding "E-mail This Site to a Friend", or just have them Google search my name.

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.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*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.
Awards Disclosures

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