The Team

Shoreline Private Wealth Management

Our Advisors

P J Greene

P J Greene

Private Wealth Advisor

More about me...

Designations

CLTC®, APMA®, CRPC®

Top Areas of Focus

  • Charitable Giving
  • Domestic Partner Planning
  • Retirement Plan Distribution

Education

Merrimack College, B.S. Business Administration 1985

VISIT MY WEBSITE

Alison Palmer Meade

Alison Palmer Meade

Private Wealth Advisor

More about me...

Designations

CFP®, CRPC®, CLTC®, APMA®, CDFA®

Top Areas of Focus

  • Charitable Giving
  • Domestic Partner Planning
  • Estate Planning Strategies

Education

B.A. Economics, Middlebury College, 2002

VISIT MY WEBSITE

Our Staff

Paula Avakian

Paula Avakian

Practice Manager

Client Relationship Manager
More about me...

Qualifications

  • 20 years of industry experience
  • Responsibilities include client service and scheduling