Archive for the 'Team' Category

2016 Five Star Wealth Manager – Brendan Smith

Posted on October 11th, 2016 · Posted in Investment Advisory, Team

Congratulations to Brendan Smith for being selected as a Five Star Wealth Manager for the first time! Five Star Professional partnered… read more

2016 Five Star Wealth Manager – Patrick Smith

Posted on October 11th, 2016 · Posted in Investment Advisory, Team

Congratulations to Patrick Smith for being selected as a Five Star Wealth Manager for the fourth year in a row!… read more

Patrick Smith selected as a 2015 Five Star Wealth Manager

Posted on December 30th, 2015 · Posted in Investment Advisory, Team

Congratulations to Patrick who has been selected as a Five Star Wealth Manager for the third consecutive year.  Five Star… read more

Toys For Tots

Posted on December 1st, 2015 · Posted in Team

Once again this year, we are proud to be supporting the Marines Toys For Tots Program.  Please stop by our… read more

Men Who Cook

Posted on September 29th, 2015 · Posted in Team

Shoreline Financial Advisors is a proud Iron Chef sponsor of the Men Who Cook charity event benefiting the Women and Family… read more

Patrick Smith selected as a 2014 Five Star Wealth Manager

Posted on November 25th, 2014 · Posted in Team

Congratulations to Patrick who has been selected as a Five Star Wealth Manager for the second consecutive year.  Five Star Professional… read more

Congratulations to Brendan Smith, CFP® on becoming a Certified Financial Planner™ professional.

Posted on March 25th, 2014 · Posted in Team

These marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully… read more

Patrick Smith selected as a 2013 Five Star Wealth Manager

Posted on November 25th, 2013 · Posted in Team

Congratulations to Patrick who has been selected as a Five Star Wealth Manager.  Five Star Professional partnered with Connecticut Magazine… read more