Welcome

At The Peet Group we believe success in achieving important financial goals starts with a comprehensive wealth strategy.

We will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.

As your Financial Advisors, we help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Services Include
  • Wealth Management1
  • Professional Portfolio Management2
  • Asset Management3
  • Financial Planning4
  • Retirement Planning5
  • Fixed Income6
  • Municipal Bonds7
  • Exchange Traded Funds8
  • Alternative Investments9
  • Life Insurance10
  • Annuities11
  • Long Term Care Insurance12
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

        Location

        399 Park Ave 12th
        Fl
        New York, NY 10022
        US
        Direct:
        (212) 893-6300(212) 893-6300
        Toll Free:
        (888) 232-1488(888) 232-1488

        Meet The Peet Group

        About Me

        Stephen D. Peet is a Senior Vice President, Financial Advisor and Portfolio Management Director at Morgan Stanley Wealth Management. He is founder of The Peet Group, and has over thirty-five years of wealth management experience.

        Steve focuses on managing core growth equity, enhanced income, and tax-exempt income portfolios for both his national and international clients. 

        He earned a Master’s degree in Finance followed by doctoral studies at American University, and holds a Bachelor’s degree in Industrial Management from Purdue University. Before joining Morgan Stanley in 2010, Steve was a Portfolio Manager at UBS Financial Services and Oppenheimer & Co.

        While many Financial Advisors rely on third-party money managers to manage their clients' assets, Steve manages client assets personally. With over three decades of market experience, he works with his team to research, analyze and implement investment solutions best suited for his client's specific goals and objectives.  

        In terms of certifications, Steve is a registered securities representative, a registered investment advisor representative, and maintains licenses for Life Insurance, Long-term Care and Disability Insurance. He is also licensed to sell Annuities.

        Steve brings both vast knowledge and a strong commitment to not only portfolio management, but to client service. He is attentive to his clients’ needs, and is proud of that fact that he has many long-standing client relationships.
        Securities Agent: AL, AZ, CA, CO, CT, DC, FL, GA, IA, IL, MA, MD, MI, MN, MT, NC, NJ, NY, OH, OK, OR, SC, TN, TX, VA, WA, WI, WV; Investment Advisor Representative; General Securities Representative
        NMLS#: 1279552

        About Me

        Shannon Brightman, CFP® is an Associate Vice President, Financial Advisor and Senior Portfolio Manager at Morgan Stanley Wealth Management.  She holds the CERTIFIED FINANCIAL PLANNER™ designation and provides formal wealth planning as well as investment management services to the team’s clients. She joined The Peet Group in 2006 while a financial advisor at UBS Financial Services.
         
        Using the tools of financial planning, Shannon customizes investment strategies to match clients’ goals and preferences, and then implements those strategies using the comprehensive resources provided within the team and by the firm.  She focuses on managing covered call, opportunistic growth equity, and sector allocation ETF portfolios. The team also relies on her experience in retirement income insurance and long-term care risk management.  Shannon is a registered securities representative, a registered investment advisor representative, and maintains insurance licenses for Life, Long-term Care and Disability, and Annuities.

        Prior to her transition to wealth management, Shannon enjoyed a successful career as a Professor of Biology at Sacred Heart University in Fairfield, CT.  She holds a Ph.D. in Cell and Developmental Biology from Harvard University and completed post-doctoral work at the Worcester Foundation for Biomedical Research.  Her scientific background is appreciated by investors who are interested in medical and technical innovation and “green” enterprise.  Shannon is proud of having established a practice based on the same values that grounded her academic career:  experience, insight, service and integrity.
        Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, MA, MD, MI, MN, MT, NC, ND, NJ, NY, OH, OR, SC, TN, TX, VA, WA, WI, WV; Investment Advisor Representative; General Securities Representative
        NMLS#: 1275804

        About Me

        Judy Then is a Senior Registered Associate at The Peet Group a Wealth Management team at Morgan Stanley.

        Judy brings more than 30 years of experience in the wealth management industry of which the last 8 years have been with Morgan Stanley Wealth Management. Over the span of her career she has worked closely with some of the most sophisticated clients in the United States, covering ultra-high net worth individuals and family offices. Prior banks and broker dealers include UBS Financial Services, Wachovia Securities (Wells Fargo), Prudential Securities, SC Cowen Securities and Merrill Lynch.

        Judy has become a seasoned expert in client service, administration and operations, being a key resource to the team and the group’s clients.

        She attended Pace University and York College in New York and holds the Series 7 and 63 licenses.
        Investment and Market Perspectives

        On the Markets

        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
        The Simple Six-Step Retirement Checkup

        The Simple Six-Step Retirement Checkup

        Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.
        Learn more about The Simple Six-Step Retirement Checkup

        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
        Why Financial Fitness is One of the Easier Resolutions You Can Make

        Why Financial Fitness is One of the Easier Resolutions You Can Make

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        Learn more about Why Financial Fitness is One of the Easier Resolutions You Can Make

        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
        Financial Transition: A Guide for Women

        Financial Transition: A Guide for Women

        Here's how to take control of your finances if a death or divorce leaves you holding the reins.
        Learn more about Financial Transition: A Guide for Women

        Business Planning

        Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
        • Succession Planning
        • Business Planning
        • Retirement Plan Sponsors
        • Qualified Retirement Plans
        • Corporate Pension Funds
        6 Keys to Building a Startup

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        Reserved | Living & Giving

        Reserved | Living & Giving

        Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
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        Sign Up for eDelivery

        Sign Up for eDelivery

        With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
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        Your Financial World. On the Go.

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        With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
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        Ready to start a conversation? Contact The Peet Group today.
        Market Information Delayed 20 Minutes
        Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

        1Morgan 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.

        2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

        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.

        5Morgan 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.

        6Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

        7Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.

        8An investment in an exchange-traded fund involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor's ETF shares, if or when sold, may be worth more or less than the original cost.

        9Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

        10Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

        11Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

        12Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

        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.

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        The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable 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.

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        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.


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