Shawna Farnol Bumpus, CFP®
Senior Vice President, Wealth Management,
Financial Advisor,
Portfolio Management Director
Direct:
(567) 336-4310(567) 336-4310
My Mission Statement
To serve my clients by assisting them in making smart financial decisions through a high touch, personal relationship.
My Story
As a child, my family went through a severe financial hardship. During this time, my parents sent me to live with relatives. This was probably the best thing that ever happened to me, The family I lived with were on the opposite side of the spectrum: they were not only financially stable but as far as I was concerned, they were wealthy. Seeing the two very different lifestyles in live, living color has shaped my framework for how I view life today. From that point in my childhood I decided to figure out how money works (how it can work for you and also how not having enough and making poor financial choices can work against you). I read books, attended courses and most importantly aligned myself and listened to individuals who were financially savvy, to learn as much as I could. I do not believe that financial success brings a person happiness however, I do believe it can provide a person with choices. There is power in having options. Life will punish the vague and reward the those who are mindful and set goals. A wise person once said to me “you don’t know what you don’t know” Point being, stay curious, be open minded and listen when you hear new ideas and thoughts. Today I still continue to learn in order to better serve my clients with advice, guidance, and compassion to help them achieve their goals.
I began my career in 1996 with Merrill Lynch. While I was in college a friend asked me if I had any interest in working for the gentleman she babysat for, he worked for Merrill Lynch. With my desire to learn how to make good financial decisions I immediately said yes. I knew id have a front row seat and access to people I could learn from. The first 6 months I did some pretty high profile work such as picking up lunch, making copies, and filing paperwork! I didn’t mind at all though, I had gained access into a world full of people who were willing to share their knowledge with me. As my mentor Dave Binkley saw how eager I was to learn and do more my role evolved. I organized seminars, assisted in research and was eventually asked to become a financial advisor. In 1997 as I was wrapping up my college classes, I began studying for the Series 7.63, & 65 exams. Later that year I passed those and began working as an advisor. In 2006 I attained the CERTIFIED FINANCIAL PLANNER™ designation from the CFP® Board of Standards. In May of 2016 after 19 years with Merrill Lynch I decided it was no longer a fit and joined Morgan Stanley. I felt Morgan Stanley had gained the advantage over Merrill Lynch as a leading provider in the financial services industry.
I am honored to have been named in Forbes listing for America’s Top Women Wealth Advisors for 2021. I have also been listed in the Forbes Top Women Wealth Advisors Best in State for 2022, 2023, and 2024.
2021 Forbes America's Top Women Wealth Advisors
(formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2021). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
2022-2024 Forbes Top Women Wealth Advisors Best-In- State
Source: Forbes.com (Awarded 2022-2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
https://www.morganstanley.com/disclosures/awards-disclosure.html
I began my career in 1996 with Merrill Lynch. While I was in college a friend asked me if I had any interest in working for the gentleman she babysat for, he worked for Merrill Lynch. With my desire to learn how to make good financial decisions I immediately said yes. I knew id have a front row seat and access to people I could learn from. The first 6 months I did some pretty high profile work such as picking up lunch, making copies, and filing paperwork! I didn’t mind at all though, I had gained access into a world full of people who were willing to share their knowledge with me. As my mentor Dave Binkley saw how eager I was to learn and do more my role evolved. I organized seminars, assisted in research and was eventually asked to become a financial advisor. In 1997 as I was wrapping up my college classes, I began studying for the Series 7.63, & 65 exams. Later that year I passed those and began working as an advisor. In 2006 I attained the CERTIFIED FINANCIAL PLANNER™ designation from the CFP® Board of Standards. In May of 2016 after 19 years with Merrill Lynch I decided it was no longer a fit and joined Morgan Stanley. I felt Morgan Stanley had gained the advantage over Merrill Lynch as a leading provider in the financial services industry.
I am honored to have been named in Forbes listing for America’s Top Women Wealth Advisors for 2021. I have also been listed in the Forbes Top Women Wealth Advisors Best in State for 2022, 2023, and 2024.
2021 Forbes America's Top Women Wealth Advisors
(formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2021). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
2022-2024 Forbes Top Women Wealth Advisors Best-In- State
Source: Forbes.com (Awarded 2022-2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
https://www.morganstanley.com/disclosures/awards-disclosure.html
Securities Agent: VA, IL, NM, WA, NY, CA, AZ, OH, NC, HI, CT, GA, FL, VT, UT, TN, SC, CO, WY, WI, KY, MN, MI, IN, MA, OR, NV, TX; General Securities Representative; Investment Advisor Representative
NMLS#: 590850
NMLS#: 590850
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
At the heart of my work with clients are education, empathy, and empowerment. I believe in meeting people where they are, providing clear and compassionate guidance, and equipping them with the knowledge to make confident financial decisions. My goal is to help clients not only grow and protect their wealth, but also to create choices in life—because with choices comes freedom. I view every client relationship as a collaboration rooted in mutual respect, transparency, and a genuine commitment to their goals.
Education
I believe financial clarity begins with knowledge. I take the time to help ensure my clients understand their objectives, strategies, and long-term plans. Whether it’s breaking down complex topics or guiding decision-making with confidence, my goal is to help clients feel informed every step of the way.
Empathy
Every client has a unique story, shaped by their experiences, challenges, and dreams. I lead with compassion and listen with intention, creating a space where clients feel heard and understood. Financial guidance is most powerful when it’s grounded in personal connection.
Empowerment
True financial success isn’t just about numbers—it’s about creating choices. I’m committed to empowering clients to take control of their financial future, aligning their resources with their values and goals. Through proactive planning and ongoing support, I can help clients move forward with clarity and confidence.
My Process
Working with clients is a relationship—not a transaction. It all begins with a conversation. During our initial meeting, I take the time to truly listen and understand what’s most important to you—your goals, values, concerns, and expectations. Whether you're approaching retirement, already retired, or simply looking for greater financial clarity, I want to understand not just the numbers, but the person behind them.
From there, we build a personalized plan that aligns with your vision. I’ll walk you through every step, ensuring you feel informed and confident in the strategies we implement. Communication is a cornerstone of my practice—whether it’s over the phone or during in-person or virtual reviews, I prioritize staying in touch and being available when you need me.
From there, we build a personalized plan that aligns with your vision. I’ll walk you through every step, ensuring you feel informed and confident in the strategies we implement. Communication is a cornerstone of my practice—whether it’s over the phone or during in-person or virtual reviews, I prioritize staying in touch and being available when you need me.
Who I Work With
Many of my clients are individuals and couples who are preparing for or navigating retirement, often after long careers at companies across a variety of industries. I focus in helping them make sense of pensions, 401(k) rollovers, Social Security strategies, and long-term income planning. That said, I’m always open to conversations with anyone looking for comprehensive financial guidance—regardless of age, profession, or life stage. If you're ready to take the next step toward financial clarity and confidence, I'm here to help.
Location
6250 Levis Common Blvd, 2nd
Fl
Perrysburg, OH 43551
US
Direct:
(567) 336-4310(567) 336-4310
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Ready to start a conversation? Contact Shawna Farnol Bumpus today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame 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
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame 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
CRC 6491812 (04/2024)
