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Shannon E. Brightman, CFP®

Morgan Stanley Wealth Management

399 Park Avenue
12th Floor
New York, NY 10022
Phone: (212) 893-6325
Fax: (212) 656-1856

Toll-free: (888) 232-1488
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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Employee Benefits
  • Getting Divorced
  • Mutual Funds
  • Irregular Income
  • Real Estate
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Succession Planning
  • Tangible Assets
  • Sudden Wealth
  • Nontraditional Households
  • Special Needs
  • Women's Finances

 

Foreign Languages
  • English

 

About My Practice

N/A

 

Experience

N/A

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 66
Insurance Licenses
Life insurance, Health/disability insurance
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
Broker-Dealer Affiliation
Morgan Stanley

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.