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

08/12/2026

Video #9 Charitable Giving

07/09/2026

Video #8 Gifting Part 2

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

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

Website

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