Shannon began working with Ann & Craig in 2015 and transitioned with them to Wells Fargo Advisors in 2021. Prior to joining Wingrove Connolly Wealth Management Group of Wells Fargo Advisors, she worked in private wealth management at LPL Financial, Smith Barney (CitiGroup), and Deutsche Bank.
Shannon strives to provide clients with the highest level of service in both the day-to-day tasks and in more specialized areas, like 529 plans. A talented leader, she focuses on refining and improving processes to help clients stay on top of their finances and accomplish their goals.
Shannon earned both a B.S. and M.B.A. in Finance and holds FINRA Series 7, 63 and 65 securities registrations. She is originally from the West Coast but considers Austin her home, and she enjoys exploring everything the city has to offer.
We are honored to have been named as one of Forbes Best-In-State Wealth Management Teams in 2023, 2024 and 2025.1 I believe this award reflects the trust our clients have placed in us over the past years.
- 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 – 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Fee paid for use of marketing materials. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 – 3/31/23 (Source: Forbes.com). 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 – 3/31/22 (Source: Forbes.com). te Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 – 3/31/24 (Source: Forbes.com). 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams. Fee paid for use of marketing materials. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 – 3/31/23 (Source: Forbes.com). 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 – 3/31/22 (Source: Forbes.com). View additional disclosures ↩︎
