Shannon Thieke

Advisor Associate

Shannon serves as an Advisor Associate based in our Melville, NY office, working closely with the advisors there and in our New York City and Boca Raton, FL offices. She joined the team in 2024 after graduating from Boston College. As a vital member of the team, Shannon is responsible for preparing a wide range of analytical reports, including financial planning, investment analysis, and asset accumulation models. These comprehensive reports equip our advisors with the necessary tools to provide clients with informed and tailored financial advice.

In addition to her analytical work, Shannon plays a key role in ensuring that client asset movements and account inquiries are handled efficiently and effectively. She is dedicated to maintaining open lines of communication with clients, fostering a collaborative environment where data is clearly explained and clients’ unique needs and goals are thoroughly understood.

Shannon’s work ethic and her commitment to the financial advisory profession help us deliver the high-quality service that our clients have come to expect from our team.

Shannon studied economics and now applies her problem-solving abilities to each project. Beyond work, Shannon enjoys spending time with family and friends at the beach and staying active. Her enthusiasm for making a meaningful impact is apparent and is a crucial part of why she is a greatly appreciated addition to the family.

Education & Credentials

  • BA, Boston College – Morrissey College of Arts & Sciences, Economics

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.