Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

close

Team photo for Shoreline Private Wealth Management
Team photo for Shoreline Private Wealth Management

View Larger


Our advisors

Advisor photo for P J Greene

P J Greene

CLTC®, APMA®, CRPC

Private Wealth Advisor

Managing Director of Shoreline Private Wealth Management
Learn more about P J Greene
Advisor photo for Alison Palmer Meade

Alison Palmer Meade

CFP®, APMA®, CDFA®, AIF®, CRPC, CLTC®

Private Wealth Advisor

Managing Director of Shoreline Private Wealth Management
Learn more about Alison Palmer Meade
Advisor photo for Samuel Blanchette

Samuel Blanchette

CFP®

Associate Financial Advisor

Learn more about Samuel Blanchette


Our team

Jennifer Larkin

Jennifer Larkin

Client Service Coordinator

Roles & Responsibilities

  • Scheduling Meetings
  • Secure Site/Ameriprise App Questions
  • Financial Planning Questions
  • Power of Attorney Set up
View more
Kris Federico

Kris Federico

Practice Manager,

Client Service Manager

Qualifications

  • Master of Business Administration, Providence College
  • Bachelor of Science Degree in Finance, Boston College, Carroll School of Management

Roles & Responsibilities

  • Money Movement & Transfer Requests
  • Certificates
  • Estate Settlements
View more
Patrick Greene

Patrick Greene

Financial Planning Specialist