About
Marcy Bonnet is a Senior Vice President and seasoned Financial Advisor who has worked at Morgan Stanley and predecessor firms since 1991. Given her long tenure with the company, she is very skilled at utilizing all the resources available to her to enhance her value to clients. Moreover, she knows who to call to handle all types of responsibilities, effectively and efficiently.
Known for her unwavering dedication to her clients, Marcy began her career in Billings Montana. (Now she splits her time between Colorado and Wyoming). Prior to becoming a financial advisor, she was an Operations Manager for 10 years. As a Financial Advisor, she has attained several noteworthy designations, including Financial Planning Specialist, Family Wealth Advisor and Chartered Retirement Planning Counselor (CRPC®).
While Marcy is capable of handling any financial need a client may have, her main focus is financial planning, investment management and client service, with a focus on comprehensive wealth management. She takes great pride helping investors achieve their goals within their desired time horizon and using periods of market and economic uncertainty to their long-term benefit. Marcy is keenly adept at building lasting relationships with her clients, many of whom have been with her for years. In fact, she is now serving the next generation of some of these long-time investors and has been referred to other families because of the solid reputation she has created.
“Helping investors is not just a process to me,” she says. “I like to get to know my client’s story and backstory and get them from point A to point B. I not only want to understand their goals and needs. I want to help take away any worries they may have about today and tomorrow. In effect, I want to be their primary Financial Advisor and an excellent steward of their wealth.”
