With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

P J Greene

APMA, CRPC

Private Wealth Advisor

Managing Director of Shoreline Private Wealth Management
Learn more about P J Greene

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

John DeMeo

MBA

Financial Advisor

Learn more about John DeMeo


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
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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
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