Our Advisors

P J Greene

P J Greene

Private Wealth Advisor

Alison Palmer Meade

Alison Palmer Meade

Private Wealth Advisor

Our Staff

Paula Avakian

Paula Avakian

Registered Client Service Associate
Practice Manager
More about me...

Contact

paula.e.avakian@ampf.com

781.556.0071

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
Marianne Sheppard

Marianne Sheppard

Registered Client Service Associate
More about me...

Contact

marianne.x.sheppard@ampf.com

781.556.0057

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

Heather Floridia

Client Service Associate
More about me...

Contact

heather.floridia@ampf.com

781.556.0079

Roles & Responsibilities

  • Client Service
  • Notary Public