Shannon Brightman - Morgan Stanley Financial Advisor - NEW YORK, NY
Morgan Stanley
Shannon Brightman, CFP
Financial Advisor
Senior Portfolio Manager
399 PARK AVE 12TH FL
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.

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
  • Interests:
    • Enjoys living amid the art galleries and elevated promenades of West Chelsea with Doug, her partner of 14 years.
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
  • CERTIFIED FINANCIAL PLANNER
    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 June On the Markets from the Global Investment Committee featuring

    • "More Than Meets the Eye" Watching mainstream television or reading the popular financial publications, one would think it has been a difficult year for investments. Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, explains why year-to-date returns are actually pretty good.

    • "Market High, Sentiment Low" Adam Parker, chief US equity strategist for Morgan Stanley & Co., says expected improvements in earnings and in the economy, combined with poor current sentiment, keeps him in the bullish camp.

    • "Positioning Bond Portfolios for Higher Rates" Suzanne Lindquist, fixed income strategist for Morgan Stanley Wealth Management, explains how select modifications may allow bond portfolios to thrive even if interest rates rise.

    Plus, more on equities, municipal bonds, currencies, commodities and real estate.

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

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.
Awards Disclosures

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