Our advisors

Our team

Paula Avakian

Paula Avakian

Registered Client Service Associate,

Practice Manager

Personal Intro

Paula joined the Shoreline Private Wealth Management team in 2009. Prior to that, she had worked in a different capacity for Ameriprise as a Field Operations Team Leader since 1994.

Qualifications

  • 25 years of industry experience
  • Series 7 licensed

Roles & Responsibilities

  • Scheduling
  • Trades & Transactions
  • Money Movement
  • Account Transfers & Rollovers
  • New Client Intake
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Marianne Sheppard

Marianne Sheppard

Registered Client Service Associate

Personal Intro

Marianne joined Shoreline Private Wealth Management in 2017 and has been with Ameriprise since 2012.

Qualifications

  • Series 7 licensed

Roles & Responsibilities

  • Client Services
  • Trades & Transactions
  • Money Movement
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Heather Floridia

Client Service Associate

Roles & Responsibilities

  • Client Service
  • Notary Public
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