Shannon Brightman - Morgan Stanley Financial Advisor - NEW YORK, NY
Morgan Stanley
Shannon Brightman, CFP
Financial Advisor
Senior Portfolio Manager
NEW YORK, NY 10022
tel: (212) 893-6325
toll-free: (800) 223-0270 
fax: (212) 893-6301
Market Information Delayed 20 Minutes

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
  • Interests:
    • Enjoys living amid the art galleries and elevated promenades of West Chelsea with Doug, her partner of 14 years.
  • 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
    Portfolio Manager and Financial Advisor
    Morgan Stanley Wealth Management, 2010 – Present
  • Financial Advisor
    UBS Financial Services, Inc., 2005 – 2010
  • Prior Professional:
    • Chairperson, Department of Biology, 1999 – 2003, 2005
    Sacred Heart University, Fairfield CT
    • Faculty of Biology, 1993 – 2005
    Sacred Heart University, Fairfield CT
    • Post-Doctoral Fellow, 1992 - 1993
    Worcester Foundation for Biomedical Research, MA

Bulletin Board
  • See October On the Markets from the Global Investment Committee featuring

    • "Testing, Testing" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, says market corrections typically retest their first bottom about two months later—and that is what’s probably happening now.

    • "Cycle Slower, Not Over" There’s ample evidence that global growth is slowing, and Morgan Stanley & Co. economists have lowered their 2015 and 2016 forecasts. Nonetheless, they still see growth, not recession.

    • "MLPs Face a Perfect Storm" Master limited partnerships (MLPs) are down about 35% for the year to date on a perfect storm of investor concerns about MLPs’ volume of business, low energy prices and uncertainty about interest rates.

    Plus, look for more on equities and bonds, as well as a question-and-answer session with an investment strategist who argues that “people are too cynical” about the economy and then offers a new growth paradigm.

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

NMLS#: 1275804

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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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Awards Disclosures

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