Shannon Thieke
Advisor Associate
As an Advisor Associate in Wealthspire’s Melville office, Shannon works closely with clients and advisors across Melville, New York City, and Boca Raton throughout the financial planning and investment management process. She prepares detailed financial plans, investment analyses, and asset accumulation models that help advisors evaluate each client’s financial picture and develop strategies around their individual goals. Shannon joined Wealthspire in 2024 after graduating from Boston College. Her background in economics and natural aptitude for problem-solving inform the analytical approach she brings to her work, while her emphasis on clear communication helps make complex financial information more accessible to clients. Shannon earned a Bachelor of Arts in Economics from Boston College’s Morrissey College of Arts and Sciences.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
