Shannon Wamre
Financial Advisor
Direct:
(505) 889-2844(505) 889-2844
Toll-Free:
(800) 776-5973(800) 776-5973
My Mission Statement
Guiding clients through the planning process and investment strategy at the intersection of what matters and what we can control.
My Story
Most of us have a vision of how our financial future should look - whether it's a vision of how we joyfully spend our retirement years on a sun drenched beach, the vision of witnessing our children or grandchildren receive their diploma on a bright June morning, or a vision of passing on a meaningful legacy to future generations through philanthropic causes. While a coherent vision may exist in our minds, we may simply lack the time, the tactics or the tools to formulate a viable plan that can help accomplish our objectives.
As a financial advisor with Morgan Stanley, I work tirelessly to help you fulfill your vision, whatever it might be. Much like the mountaineering guide who helps his clients navigate the perils of the mountain to ultimately reach the summit,
I help provide my clients with the knowledge, the resource and the commitment to accomplish great things. I look forward to helping you determine which mountains to climb. And more importantly, I look forward to helping your reach the summit of each one.
As a financial advisor with Morgan Stanley, I work tirelessly to help you fulfill your vision, whatever it might be. Much like the mountaineering guide who helps his clients navigate the perils of the mountain to ultimately reach the summit,
I help provide my clients with the knowledge, the resource and the commitment to accomplish great things. I look forward to helping you determine which mountains to climb. And more importantly, I look forward to helping your reach the summit of each one.
Securities Agent: TN, PA, LA, OK, NM, CO, CA, AZ, WI, VA, MA, SC, FL, VT, TX, MD, IL, AR, SD, WA, OR, NY, NV, KS; General Securities Representative; Investment Advisor Representative
NMLS#: 1282877
NMLS#: 1282877
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
My Process
As your dedicated Financial Advisor, my priority is to tailor a customized financial strategy according to your needs and goals. I have developed a step-by-step approach to client service.
Introductory Discussion
We begin with a discussion to get you know you, what is important to you, your financial goals and concerns, and determine how I can help you in navigating your financial future.
Building your Plan
Looking at your goals, finances and investments, I develop and present a plan of action with recommendations and advice tailored to help achieve your financial goals.
Onboarding Meeting
I meet with you the present and discuss your plan and options. We will ensure that your accounts are set up properly and that your have convenient access to your accounts. We will also go over questions you may have.
Implementation of your Plan
Once I create your plan and we discuss your options, I will implement your strategy. I will monitor your strategy, and adjust for future transitions.
Monitoring your Plan
I provide ongoing service, and set up regular calls/meetings to discuss your progress as well as any updates and transitions. I may recommend adjustments to your strategy over time to help keep you on track towards achieving your goals.
Shannon Wamre is a Vice President and Financial Advisor at Morgan Stanley. With a Bachelor of Business Administration in Finance and a Bachelor of Accountancy from New Mexico State University, Shannon has always had a passion for helping people identify and accomplish their goals. Shannon served in the United States Navy from 1989 – 1995 as a Data System Technician on the USS Kitty Hawk CV-63. Before joining Smith Barney in 2007, which later merged with Morgan Stanley, Shannon worked as a CPA in Santa Fe, New Mexico.
With over 23 years of experience in the financial services industry, Shannon focuses on giving straightforward and transparent advice, aiding clients in living their desired lifestyle. His suite of service includes retirement planning, investment advice, gifting, philanthropy, and more.
Shannon currently lives in Albuquerque, New Mexico, with his wife Deborah, and their 2 daughters, Frankie and Birdie. He plays an active role in the Albuquerque community by volunteering at his daughters’ schools. In his free time, Shannon enjoys spending time with his family, mountain biking, and roller skating.
With over 23 years of experience in the financial services industry, Shannon focuses on giving straightforward and transparent advice, aiding clients in living their desired lifestyle. His suite of service includes retirement planning, investment advice, gifting, philanthropy, and more.
Shannon currently lives in Albuquerque, New Mexico, with his wife Deborah, and their 2 daughters, Frankie and Birdie. He plays an active role in the Albuquerque community by volunteering at his daughters’ schools. In his free time, Shannon enjoys spending time with his family, mountain biking, and roller skating.
Bachelor of Business Administration in Finance with Honors
New Mexico State University
Las Cruces, New Mexico
1995-1999
Las Cruces, New Mexico
1995-1999
Bachelor of Accountancy with Honors
New Mexico State University
Las Cruces, New Mexico
1995-1999
Las Cruces, New Mexico
1995-1999
United States Navy
Honorable Discharge
Data Systems Technician Second Class
USS Kitty Hawk CV-63
1989-1995
Data Systems Technician Second Class
USS Kitty Hawk CV-63
1989-1995
Certified Public Accountant (CPA)
Barraclough & Associates, P.C.
Santa Fe, New Mexico
1999-2007
Santa Fe, New Mexico
1999-2007
Modern Wealth Management and Resources
Morgan Stanley's comprehensive suite of digital resources has been designed to help enhance each aspect of your financial portfolio. Take some time to learn more about the Modern Wealth Management tools and resources that we offer to clients.
Morgan Stanley Online
Your finances and investments are always just a click away with Morgan Stanley Online (MSO) and the Morgan Stanley mobile app. Access your finances 24/7 with the help of this resource.
Learn more about Morgan Stanley Online
Total Wealth View
Complete your financial profile with Total Wealth View. By linking your external account information, you will have a holistic view of your financial picture.
Learn more about Total Wealth View
Portfolio Risk Platform
Morgan Stanley's Portfolio Risk Platform is powered by BlackRock's Aladdin risk engine, an innovative risk engine used by several of the world’s largest institutional asset managers. It provides you with comprehensive risk analytics and a sophisticated view of the risk/return dichotomy across your financial portfolios. This tool can assist you in making educated investment decisions with increased confidence.
Learn more about the Portfolio Risk Platform
MS Reserved
Reserved Living & Giving is a complimentary program that rewards eligible clients. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
Learn more about MS ReservedMonthly Outlooks and Updates
I believe that financial education leads to better insights into our financial decisions. Providing my clients with resources is a top priority of mine, so that they may stay informed on current market trends, updates, and outlooks. These resources provide an in-depth analysis on current market and finance events.
GIC Weekly Research Report
Morgan Staley's Global Investment Committee publishes a weekly report that provides an in-depth look at markets, asset class performance and fixed income.
GIC Weekly
On the Markets
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
GIC on the Markets
2023 Tax Tables
This helpful resource outlines the 2023 tax rate schedule, education and health savings account limits, retirement contribution and deduction limits, among other information. With tax season seemingly always right around the corner, it's best to be as informed as possible.
Access the 2023 Federal Tax TablesLocation
6565 Americas Pkwy NE
Ste 400
Albuquerque, NM 87110
US
Direct:
(505) 889-2844(505) 889-2844
Toll-Free:
(800) 776-5973(800) 776-5973
Fax:
(505) 889-2858(505) 889-2858
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact Shannon Wamre today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
