PJ Shanley, CASL®

As an Investment Advisor Representative, PJ acts as a resource, guiding his clients in making financial decisions for their future. Working collaboratively, he guides them in determining and clarifying their financial goals, establishes their financial position, and identifies areas of opportunity. He helps them protect what is important to them with insurance strategies, save and invest for their future, and offers advice to help them make financial decisions with confidence.

Qualifications

• During his tenure at MetLife, PJ was a 6-Time Leaders Conference Qualifier (2011-2016)
• Has been in the Financial Services Industry since Jan 2001
• Obtained the CASL® designation
• Holds his Series 7, 66, Life and Health, and Property and Casualty licenses*

Personal

• PJ graduated from the University of Rhode Island, earning his Bachelor of Science in Finance
• In his spare time, he enjoys golf, fishing, traveling, and spending time with family and friends
• He currently resides in Orange, Connecticut, with his wife Whitney and his two daughters Caitlyn and Colleen

I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT

Check the background of this investment professional on FINRA’s BrokerCheck.

*Auto and home insurance is offered by unaffiliated insurers. Some health insurance products offered by unaffiliated insurers.