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 John DeMeo

John DeMeo

MBA

Financial Advisor

Learn more about John DeMeo


Our team

Jennifer Larkin

Jennifer Larkin

Client Service Coordinator

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
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