Shannon Brightman

CFP, Vice President, Wealth Management, Financial Advisor, Portfolio Management Director, Family Wealth Advisor

Contact Me
Shannon Brightman

MY MISSION STATEMENT

Experience, intellectual capital and dedicated personal service to help you meet your life goals

My Story and Services

My Story

I am a Financial Advisor and CERTIFIED FINANCIAL PLANNER practitioner at Morgan Stanley in Bozeman, MT.  The focus of my daily practice is to help people like you preserve and grow your financial resources, using strategies that are tailored to your individual needs and preferences.  My professional values are grounded in prior experience as a professor, leader and mentor in a university setting.  I most enjoy helping people understand their investments so that they can feel confident in their financial strategy.  

My clients appreciate the breadth of knowledge I bring to our conversations, and I am always working to expand that knowledge and the services I offer.  As a Morgan Stanley Family Wealth Advisor, I am able to engage multiple generations in those conversations. I enjoy spending time with younger family members, explaining the basics of personal finance.  And I am mindful of the concerns of elder family members, particularly in the areas of long-term care needs and legacy planning.  

As a Morgan Stanley Portfolio Management Director, I am qualified to manage my clients’ investments on a fully discretionary basis.  I focus on US equity and fixed income, including options strategies, tax-exempt income, and positive social/environmental impact investing.  

My goal is to serve as my clients’ trusted advisor; the advisor that they turn to for objective advice on critical financial matters related to their families, their businesses and careers, their well-earned retirement and their legacy.  I welcome you to schedule an appointment, to explore the possibility of working together towards the fulfillment of your financial aspirations.

Access to Private Banking >

Services Include

  • Professional Portfolio Management
  • Retirement Planning
  • Planning for Education Funding
  • Planning for Special Needs Individuals
  • Estate Planning Strategies
  • Philanthropic Services
  • Sustainable Investing
  • Qualified Retirement Plans
  • Life Insurance
  • Long Term Care Insurance

Securities Agent: AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, MA, MD, MI, MN, MT, NC, ND, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WI, WV; General Securities Representative; Investment Advisor Representative

NMLS#: 1275804


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

Our Clients

Clients

My clients represent all walks of life:  artists and musicians, teachers and college professors, doctors and dentists and lawyers, entrepreneurs and business owners, young professionals and single parents, retirees and their children and their parents, and even a few celebrities.  What my clients have in common is a need for a trusted advisor they can turn to, not only for investment management, but for objective counsel on the many facets of their financial lives.  Each of my clients is unique, and they deserve better than canned advice and a 'cookie-cutter' approach to their life goals.  Their circumstances and their goals evolve.  My clients have confidence that even in times of uncertainty we are working together in an effort to protect their future, so that that they can spend time on the pursuits they enjoy and with the people they love.

Working With You

Working With You

As a Financial Advisor and CERTIFIED FINANCIAL PLANNER, my role is to help you use your wealth to achieve what is most important to you. I ask questions --- regarding your needs and dreams, your tolerance for risk, your time horizon --- and then I listen.  It’s an ongoing process through which I strive to know all I can about you, your family, your business (if applicable) and your short- and long-term goals.  I will work with you to translate your goals into a specific investment objective and personalized investment strategy.  As a Morgan Stanley Portfolio Management Director, I have the knowledge, experience and commitment necessary to manage your investments on an ongoing, fully discretionary basis, and to provide you with objective advice on critical financial matters.  Over time, I can help you navigate the noise and distractions of challenging markets, providing a disciplined sense of focus on what’s most important—your progress toward your goals.

Education

Education

  • Ph.D., Harvard University
  • M.S., University of Massachusetts at Amherst
  • B.A.,University of California at Davis
  • CERTIFIED FINANCIAL PLANNER Certification
  • Series 7 – General Securities Representative
  • Series 66 – Investment Advisory Agent
  • Certified Agent – New York State Partnership for Long-Term Care
  • Certified Agent – New Jersey State Partnership for Long-Term Care
  • Licensed Life and Health Insurance Agent – MT, HI, CT, NY, NJ, VA
  • Nationwide Mortgage Licensing System #1275804

Experience

Experience

Financial Advisor, Family Wealth Advisor, Portfolio Management Director
Morgan Stanley, May 2010 – Present

Financial Advisor
UBS Financial Services, October 2005 – May 2010

Faculty Member, Department of Biology 
Sacred Heart University, Fairfield CT, September 1993 – June 2005
Tenured, 1998; Department Chairperson, Sept 1998 – June 2004

Post-Doctoral Fellow
Worcester Foundation for Biomedical Research
November 1992 – August 1993

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing

Family

Creating customized financial strategies for the challenges that today's families face.

  • Estate Planning
  • 529 Plans / Education Planning
  • Long Term Care Insurance
  • Trust Services and Accounting

Retirement

Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Annuities

Business Planning

Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Corporate Pension Funds

Philanthropy

Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing

Ready to start a conversation? Contact Shannon Brightman today.

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