Who We Are

FIRM PROFILE

Founded in 1995, Shoreline Financial Advisors, LLC is a Registered Investment Advisor with the SEC.  We specialize in the management of individual investment portfolios, trusts, endowments and retirement plans as well as insurance, financial and tax planning.  Over the past twenty years, there has been a proliferation of financial products and a growing amount of financial information in magazines, newspapers and television. More than ever you need someone you can trust and who is knowledgeable.  We take a measured approach to your financial goals, evaluating your objectives with your perception of risk before recommending the investment, tax and insurance strategy appropriate for your situation.

FIRM PRINCIPALS


 

Brendan T. Smith, CPA

Brendan is one of the founding partners of Shoreline Financial Advisors, LLC. Before establishing SFA, Brendan was a partner at Simione, Scillia, Larrow and Dowling, LLC. Prior to that, he was a partner at Brown and Brown, LLC. These were both New England firms focusing on tax and estate planning, personal financial planning and accounting for pension plans. Brendan began his career at Arthur Anderson. He is a Certified Public Accountant in Connecticut and Massachusetts and he has a B.S. from Boston College and M.S. in Taxation from Bentley College.  Brendan serves on the Executive Board of the Guilford Foundation and the Executive Board of the Owners Association at the Guilford Yacht Club.  He also serves on the Guilford Green Committee.  Industry Experience: Since 1983.

                
 

George T. Curry

George is one of the founding partners of Shoreline Financial Advisors, LLC. Prior to establishing SFA, he was the principal of Apex Financial Group, LLC where he designed and implemented employee benefit systems. Concurrent with Apex, George was affiliated with VALIC, a subsidiary of American General as a retirement plans specialist with an expertise in non-profit employers and public school systems. He began his career with John Hancock as a manager in their insurance division. He has a B.A. from the University of Connecticut.  George serves on the Guilford Pension Committee.  Industry Experience: Since 1984.

                                    
 

Patrick M. Smith, CFA

Patrick joined Shoreline Financial Advisors in 2001. Prior to SFA, he was a Senior Vice President and portfolio manager at Pioneer Investments, managing over a billion dollars in global portfolios. From 1995 to 2000, portfolios that he managed were rated 4/5 stars by Morningstar Investment Services. Before Pioneer, Patrick was a Vice President and portfolio manager at Loomis, Sayles & Co. He began his career as a securities analyst at Putnam Investments. He has appeared several times on CNBC as well as various public television programs to discuss global investment strategy and economics. He has been featured and/or quoted in USA Today, the Boston Globe, the Chicago Tribune, the Wall Street Journal, Kiplingers, Money, Financial Planning, Bloomberg, Financial World and Pensions and Investments.  He has a B.B.A. from the University of Notre Dame and an M.S. in Finance from Boston College. He is a Chartered Financial Analyst and a member of CFA Institute and the New York Society of Security Analysts.  Patrick is a member of the board of the Guilford Preservation Alliance.  He also serves as a Trustee of the St. George Roman Catholic Church of Guilford.  Industry Experience: Since 1984.

                
 

 


 
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