Bret Shannon Financial Advisor

Bret Shannon Financial Advisor As a Financial Advisor with Raymond James my goal is to provide the best service for my clients. Morton Private Wealth Strategies, Inc.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services. Important Disclosure Information: http://raymondjames.com/smicd.htm

06/16/2026

Video #7 Gifting

05/21/2026
05/21/2026

Video #6 529 Plans

05/07/2026

Video #5 standard deduction vs Itemizing. Disregard some of the random smiles my son Callan was giving encouragement in the background.

04/14/2026

Video #4 Life Insurance

04/01/2026

Video #3 Backdoor Roth Contributions

03/12/2026

Video #2 Roth vs. Traditional

02/26/2026

I am starting a series discussing common financial topics, please let me know if there is anything you would like to see covered!

How much you'll need to save every month will depend on how old you are when you start and how much money you want for r...
11/02/2020

How much you'll need to save every month will depend on how old you are when you start and how much money you want for retirement

cnbc.com

Do you have questions about Medicare? Learn more about navigating through the Medicare enrollment process.
09/09/2020

Do you have questions about Medicare? Learn more about navigating through the Medicare enrollment process.

www.raymondjames.com

Address

427 N Kirk Road, Unit 101
Geneva, IL
60134

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 2pm

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