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Our financial advice team


Alison Palmer Meade Ameriprise Financial Advisor

Alison Palmer Meade

CFP®, CRPC®, CLTC®, APMA®, CDFA®

Private Wealth Advisor

Vice President
Shoreline Private Wealth Management
18
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.

Areas of focus

  • Charitable Giving
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Small Business
  • Women's Financial Strategies

Community participation

The Greater Boston Food Bank

Awards & recognition

  • Ameriprise Circle of Success, 2016
  • Five Star Wealth Manager, 2013, 2014

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠
  • CDFA®; Certified Divorce Financial Analyst®
  • CRPC® Chartered Retirement Planning Counselor℠
  • CLTC® Certified Long Term Care®
  • Series 7
  • Series 66
  • Life, Accident, and Health Insurance

Education

  • B.A. Economics, Middlebury College, 2002
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