Shannon McCarey, Financial Advisor at Morgan Stanley

Shannon McCarey, Financial Advisor at Morgan Stanley Financial Advisor at Morgan Stanley I harness Morgan Stanley’s global resources and intellectual capital to help create a financial strategy that works for you.

Certified Investment Management Analyst (CIMA®)

I believe that identifying financial solutions begins with a solid understanding of each client’s situation, goals, objectives and risk tolerance. I follow a disciplined process that enables us to work with you to craft a solution that helps to meet your individual financial needs:
•Develop a thorough understanding of your financial goals and objec

tives
•Review and analyze your current financial situation
•Identify and tailor solutions that can help you meet your individual needs
•Implement your customized strategy, including personalized services and benefits
•Review your strategy, meeting periodically to discuss your goals and needs

Whatever your financial goal—whether to grow your wealth, preserve it or pass it on to others, you can count on me to help you with a strategy that is:
•Personal - Highly individualized and committed to helping you achieve financial success
•Flexible - Responsive to changes in your life and in your priorities over time
•Comprehensive - Covering a broad array of investment products and services, with preferred benefits tied to your valued status with us

©2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via Facebook or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html

For more information on the designation(s) listed above, go to https://advisor.morganstanley.com/wsm-group

NMLS #1657699
CA License # 4027555

No matter your age, starting your retirement savings can help give you flexibility later on. This article debunks five c...
11/15/2024

No matter your age, starting your retirement savings can help give you flexibility later on. This article debunks five common misconceptions about retirement planning.

morganstanley.com

What could the election outcome mean for the markets, economic policy, and your portfolio in 2025 and beyond? Join us po...
11/06/2024

What could the election outcome mean for the markets, economic policy, and your portfolio in 2025 and beyond? Join us post-Election Day on Thursday, November 7, for a conversation with Morgan Stanley thought leaders as they break down the general election results. Register: https://livesocial.seismic.com/ajJ620

Happy Halloween from our little Cinderella and Baby Shark! Have fun, stay safe and enjoy the festivities!
10/31/2024

Happy Halloween from our little Cinderella and Baby Shark! Have fun, stay safe and enjoy the festivities!

When should you claim Social Security? The answer depends on factors like your expected longevity and retirement readine...
10/23/2024

When should you claim Social Security? The answer depends on factors like your expected longevity and retirement readiness. Let's discuss the right strategy for you.

morganstanley.com

What financial goals do you want to achieve before the end of the year? Let's talk about moves you can make this fall to...
09/25/2024

What financial goals do you want to achieve before the end of the year? Let's talk about moves you can make this fall to help set yourself up for success.

morganstanley.com

Investors considering how political party conventions could affect markets and investments should instead keep their eye...
09/12/2024

Investors considering how political party conventions could affect markets and investments should instead keep their eyes on the business cycle. Here's what Morgan Stanley Research says investors should keep in mind as Election Day draws closer.

morganstanley.com

Two of the very best! Happy Father's Day to all the amazing dads out there!
06/16/2024

Two of the very best! Happy Father's Day to all the amazing dads out there!

June is Morgan Stanley's annual Global Volunteer Month! My colleagues and I are coming together to make a difference in ...
06/05/2024

June is Morgan Stanley's annual Global Volunteer Month! My colleagues and I are coming together to make a difference in our communities. Learn more about how we give back.

www.morganstanley.com

Happy Mother's Day to all the wonderful mothers! Celebrating you and all that you do for your families.
05/12/2024

Happy Mother's Day to all the wonderful mothers! Celebrating you and all that you do for your families.

Teeing it up this summer on courses across the Mid-America Region! Watch as the PGA TOUR stars of the future chase champ...
05/09/2024

Teeing it up this summer on courses across the Mid-America Region! Watch as the PGA TOUR stars of the future chase championship glory. As part of a new multi-year corporate partnership, Morgan Stanley and the Western Golf Association have teamed up to bring their distinguished portfolio of national amateur and junior championships to a worldwide audience, and drive awareness and education around their highly esteemed Evans Scholars Program.

wgaesf.org

Generative artificial intelligence could upend the global travel industry, bringing disruption and opportunity to online...
04/23/2024

Generative artificial intelligence could upend the global travel industry, bringing disruption and opportunity to online travel agencies and search engines.

www.morganstanley.com

Generative AI is moving to consumer devices, bringing faster algorithms, reduced latency and improved security. Morgan S...
04/18/2024

Generative AI is moving to consumer devices, bringing faster algorithms, reduced latency and improved security. Morgan Stanley Analysts expect this trend to boost smartphone sales in 2025 and bring opportunity to memory players, integrated circuits makers and camera component suppliers.

www.morganstanley.com

Address

One Monroeville Center, Suite 1080
Monroeville, PA
15146

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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