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Our financial advice team


P J Greene, Private Wealth Advisor serving the Hingham, MA area - Ameriprise Advisors

P J Greene

CLTC®, APMA, CRPC

Private Wealth Advisor

Shoreline Private Wealth Management
35
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Charitable Giving
  • Domestic Partner Planning
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies

Qualifications

  • CLTC® Certified Long Term Care
  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 7
  • Series 6
  • Series 24
  • Series 63
  • Series 65
  • Life, Accident, and Health Insurance

Education

  • Merrimack College, B.S. Business Administration 1985

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2023
  • Shoreline Private Wealth Management, Ameriprise Client Experience Award, 2020-2023

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Greater Boston Food Bank

Interests

  • I love spending time with my two sons, Brendan and Patrick.
  • My favorite hobbies are fishing out of Boston Harbor and the Florida Keys.