Shannon & Thompson Wealth Group

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Advisors

Patrick J Shannon

Patrick J Shannon

CRPC®, CFS®

Private Wealth Advisor

Vice President
Visit Patrick J Shannon's website
Drescott Thompson

Drescott Thompson

CRPC®, APMA®

Financial Advisor

Business Financial Advisor
Visit Drescott Thompson's website

Team

Sandra Cassidy

Sandra Cassidy

Operations Leader

Qualifications

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

Roles & Responsibilities

  • Office Manager
  • Practice Assistant
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Kathleen L Peacock

Kathleen L Peacock

Client Service Coordinator

Qualifications

  • With the company since 1992
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