Shannon, Bijanada, & Thompson Wealth Group

With a solid foundation of teamwork, we apply the individual skills and strengths of each member of our practice to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel confident, connected and in control of your financial life.



Advisors

Patrick J Shannon, Private Wealth Advisor serving the New Haven, CT area - Ameriprise Advisors

Patrick J Shannon

CRPC®, CFS®

Private Wealth Advisor

Vice President
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Drescott Thompson, Financial Advisor serving the New Haven, CT area - Ameriprise Advisors

Drescott Thompson

CFP®, CRPC®, APMA®

Financial Advisor

Business Financial Advisor
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Matt Hurwitz, Branch Manager serving the New Haven, CT area - Ameriprise Advisors

Matt Hurwitz

CFP®

Branch Manager

CERTIFIED FINANCIAL PLANNER™ professional
Visit Matt Hurwitz's website

Team

Sandra J Cassidy

Sandra J Cassidy

Operations Leader,

Practice Manager

Qualifications

  • With the company since 1997
  • BS - Organizational Leadership, Quinnipiac University
  • Corporate Executive Assistant Certified, Katharine Gibbs College
  • MS Excel Certified

Roles & Responsibilities

  • Practice Manager
  • Office Manager
  • Partner with Branch Manager
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Kathleen L Peacock

Kathleen L Peacock

Client Service Coordinator

Qualifications

  • Has worked with the firm since 1992.
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