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Credentials
Series 63, Series 65
Experience Industry experience
34 years
Location
Overton, NV
Morgan Stanley
Institution
Shannon Mcguire is a financial advisor at Morgan Stanley with 34 years of industry experience. She has been with Morgan Stanley since 2012. Mcguire holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that incorporates advanced modeling tools such as Monte Carlo simulations and Secular Return Estimates.
Based on Morgan Stanley
Minimum fee: Maximum fee generally $5,000, up to $20,000 for certain financial plans (effective Q1 2026); fees are negotiable and may be discounted up to 100% Fee-only: Financial planning services fees payable as a one-time lump sum fee upon delivery of the Financial Plan
Overton, NV
Overton NV
Advisors at this office
1
Nevada · Texas · Utah
34 years of industry experience
Morgan Stanley
2012 - Present • 14 years
South Jordan, UT
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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