About Me

Shea's priority is helping her clients attain an increased comfort level through comprehensive goals-based financial planning. Significant wealth raises complex issues and Shea works diligently to simplify and demystify the investment and planning process by understanding her clients’ goals and values. Her process is built from the ground up, beginning with the ability to actively listen to people and truly understand their needs. Shea finds it imperative to help ensure that the client understands every financial choice made within their portfolio.

Shea has been in the financial industry since 2007, joining Morgan Stanley in 2015. She holds the Global Sports and Entertainment Associate Director and NFLPA Registered Institutional Player Financial Advisor designations. She also has experience working at the United Nations and with NGOs - experiences that deepened her belief in the importance of investing with impact and strengthened her ability to work with clients who wish to leave a legacy and have a positive impact on the world.

Shea relishes the dynamic nature of her role; as the portfolio construction and implementation process requires vast reserves of creativity, a deep capacity for lateral thought and the ability to access the incredible resources within Morgan Stanley. She enjoys the role of Financial Advisor as it can be simultaneously demanding, challenging, hugely gratifying, and never-ever boring.

Clients value Shea because of her ability to build strong personal connections and assist them and their families in harmonizing their portfolios with their values system. Her initial goal with her clients is to establish trust and support them in making informed decisions by delivering a balanced blend of knowledge, empathy, and reason.

Shea is passionate about helping others, which is evident in both her professional and personal life. Shea is a member of the Pax Romana Global Leadership Society, a United Nations accredited non-governmental organization that holds the highest level consultative status with the United Nations Economic and Social Council (ECOSOC). She devotes her time to the firm's Diversity Council, which encourages and empowers women and minorities within the firm through networking and sharing of best practices. Shea also spends a lot of her time helping minorities and local youth from impoverished communities with building financial literacy skills.

Shea is a former athlete and avid music and theater lover. On weekends you can find her spending time with her family, exercising, attending the theater, sporting events, and live concerts.
Services Include
Securities Agent: MA, IL, IN, CO, TX, AZ, VA, NC, NY, NJ, FL, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 1742526
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

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    Complimentary Portfolio Risk Analysis
    After an initial conversation, we will access our unique risk management platform that provides a view of risk and returns across your different portfolios. We will work together to model potential changes after understanding how your portfolio might perform if certain market shocks, such as a drop in the S&P 500 or the 2008 Financial Crisis, were to reoccur.
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    Investment Analysis
    We will analyze the performance of the managers and products you currently use and recommend any additional strategies in an in-depth conversation of your positions.
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    Asset Allocation Review
    We will look at your current asset allocation strategy and compare the returns with our recommended asset allocation for a side-by-side comparison.
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    Manager Selection
    We will review your current managers and positions in order to compare them to the options that are available to you.
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    Portfolio Selection
    After discussing your portfolio asset allocation strategy, we will recommend specific investments in each asset class and show you how those investments will work in your portfolio to help you reach your stated goals.
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    Estate Planning Analysis
    We leverage the Firm's Wealth and Estate Planning Strategist resources to offer you a complimentary review of your estate.

My Services

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    Financial Literacy at Any Stage of Life
    Financial literacy means being equipped with the knowledge to make smart financial decisions during every stage of your life. No matter your current priorities, a strong financial literacy foundation can help you meet your goals.
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    Developing Your Retirement Roadmap
    While saving for a retirement is an important topic, it’s at least as important as what comes next: Your plan of action once you enter retirement.
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    Women & Wealth: Planning Your Financial Future
    Women are a growing financial force. Learn the steps you can take to help plan towards your goals and prepare for whatever the future may hold.
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    Financial Planning After Divorce or Death
    Financial planning after a divorce or death can be trying, but with the right approach and the right advice, you can turn a difficult situation into empowerment.
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What's Important To You?

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    Simplify Your Finances
    Consolidating your financial accounts can help simplify your life and allow you to set up a long-term goal plan that focuses on big picture goals such as retirement. It also gives me a better understanding of your financial picture and allows me to help you more informed advice. Here are some more reasons why you might want to consolidate your finances.
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    Investing With Impact
    Our Investing with Impact Platform offers a diverse range of funds and other investments designed to advance environmental, economic and social goals — while striving for competitive performance. We make it easy to craft an investment portfolio of any size that is tailored to meet the impact goals of your choice.
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    Get Comfortable Managing Risk
    Our sophisticated Portfolio Risk Platform helps us understand risks, hypothetically stress test your portfolio, and consider portfolio changes that seek more attractive opportunities.
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    Sustainability at Morgan Stanley
    Morgan Stanley partners with clients and stakeholders to mobilize capital at scale for a sustainable, low-carbon economy. Our businesses strive to deliver environmental, social and governance (ESG) solutions that reduce risk, enhance value and expand the frontiers of sustainable finance. We aim to operate sustainably and to disclose our global progress.
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Reports & Podcasts

Location

20807 Biscayne Blvd
1st Floor
Aventura, FL 33180
US
Direct:
(305) 937-6803(305) 937-6803

Meet My Team

Wealth Management
From My Desk

THE POWER OF SUSTAINABLE INVESTING IN A MORGAN STANLEY MINUTE


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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A Simple Six-Step Retirement Checkup

Checking in on your retirement plan may make a lot of sense, especially when market volatility arises.

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
Rational Investing in an Age of Uncertainty
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Rational Investing in an Age of Uncertainty

When it comes to investing, even the most savvy of us fall prey to bias and emotional trades. So what triggers should you watch for?

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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529 Plans: A Powerful Tool to Save for Education

Though education costs continue to climb, starting to save and invest early can make a difference.

Wealth Management for Athletes and Entertainers

Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
  • Investment Management
  • Wealth Transfer & Philanthropy
  • Private Banking Solutions
  • Family Governance & Wealth Education
  • Lifestyle Advisory
You are your Own CEO: Build a Dream Team for Your Career
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You are your Own CEO: Build a Dream Team for Your Career

Assembling a team of trusted professionals to manage your career?and your money?is essential to help best position you to thrive. Here?s how.
Ready to start a conversation? Contact Shea Curtin today.
Market Information Delayed 20 Minutes
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.

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2When 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.

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3Morgan 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.

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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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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 matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

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5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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 matters involving trust and estate planning and other legal matters.

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6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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 matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

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7Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.

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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:
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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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)