Bruce Palmieri, CFP®, CLU®, ChFC® grew up in central Maryland and during college interned with IBM and accepted a full-time position with them just after graduation. Bruce found out about Northwestern Mutual after becoming a client and quickly changed his focus to the financial services industry. Bruce joined Northwestern Mutual in December of 1990 and was his offices rookie of the year after earning his bronze award.

Bruce quickly became a high lives and new client producer leading his agency for many years in both categories. Bruce focused his career on financial planning and the integration of investments during the late 1990’s. In 2018, Bruce took the next step in his career by combining practices with Gray Shannahan, CFP® to form Palmieri & Shannahan.

Bruce is an active board member, the National Association of Insurance and Financial Advisors (NAIFA), Catholic Charities of Baltimore’s Planned Giving Committee where he and his wife Tracy have started a Donor Advised Fund, The Bruce and Tracy Educational Fund supporting inner city children in the head start program. Bruce is also a founding member of the Phi Hexaton Educational Fund which awards scholarships to deserving students at Towson University honoring deceased fraternity brothers from college.

Bruce lives in Cockeysville, MD with his wife Tracy. They have a daughter, Elizabeth, a son, Nathan whom they have been raising since he was 7. They have two rescued hound dogs, a fox hound and an American Black and Tan Coonhound. Bruce spends his free time golfing and Bruce and Tracy spend their free time in Duck, NC and Ocean City, MD, enjoying time with family and friends.

Gray Shannahan joined Northwestern Mutual as a Financial Advisor in January 2010, shortly after graduating from Loyola University Maryland with a degree in business. Gray is originally from Maryland’s Eastern Shore, but during his time at Loyola Gray fell in love with the Baltimore area and knew that it would be the ideal location to start his new career. Gray quickly took to the financial industry, earning awards and accolades early in his career as he established a client base in the Baltimore area.

As his knowledge and experience grew, Gray’s clientele expanded to include people hailing from Washington, DC to New York City and now he has clients in 30 states. His location in downtown Baltimore makes it possible for Gray to maintain close working relationships with clients in cities up and down the East Coast and now through the use of Zoom, Gray is serving clients all of the country. Gray specializes in working with families, individuals, and small business owners between the ages of 35 and 65 who work in professions such as medicine, finance, accounting, engineering, and law.

The one thing that all of Gray’s clients have in common is that they have a big vision for their futures and value Gray’s sound advice, professionalism, and holistic planning philosophy. Gray is a true professional who is committed to developing his knowledge and expertise to better serve his clientele. Gray has earned the CERTIFIED FINANCIAL PLANNER (CFP®) professional designation, which makes him highly qualified to tackle the complex and varied financial needs and goals of his clients.

In 2018, Gray took the next step in his career by combining practices with Bruce Palmieri, CFP®, ChFC®, CLU® to form Palmieri & Shannahan – a premier wealth management firm focused on creating thorough, personalized financial plans for each of their clients. Bruce, Gray, and their highly qualified team members share a passion for helping individuals, families, and businesses think through their goals and create a vision for their futures. Palmieri & Shannahan have over 35 years of combined experience in the financial industry.

Gray’s favorite part of his job as an Advisor is seeing the life-changing results that a sound financial plan can help provide to his clients. He enjoys watching his clients buy a home, send their children to college, and enter their retirement knowing that they are financially prepared. Gray understands that his clients depend on him to help them reach their goals, and he works hard each day to live up to the commitment that he makes to them.

Gray and his wife Danielle reside in Severna Park, Maryland with their two young children, Graham and Ellie. Gray and Danielle enjoy visiting family & friends, taking the kids for long scooter rides, and venturing out on the Severn River on boats, kayaks and paddle boards. Gray also loves playing golf with his friends and clients, exploring the local brewery scene, and supporting the Orioles, Ravens and Loyola’s lacrosse team.

Brian joined Northwestern Mutual in 2019 as a Financial Representative before transitioning to Financial Planning Consultant, and finally joining team Palmieri & Shannahan as their Lead Financial Plan Analyst in January 2021. Brian enjoys working directly with clients and helping them stay on-track to realize their financial goals. Brian graduated from Alvernia University with a bachelor’s degree in Business and Economics, and since joining NM has earned his Maryland Life & Health insurance license and his Series 6 securities license.

Brian resides in Baltimore, MD and in his spare time volunteers with BMore Global, Alex’s Lemonade Stand Foundation, and Moveable Feast. He enjoys sports and staying active through exercise and time outside, and cheers for the Red Sox and Patriots.

Greg joined Palmieri & Shannahan in 2024 as their Director of Financial Planning. Greg has worked with Northwestern Mutual in an investment capacity for over a decade, previously serving as the Director of Financial Planning for Northwestern Mutual Mid-Atlantic in Baltimore, and the Director of Planning for a Pennsylvania-based firm for several years. In 10+ years with the firm, Greg has gained valuable experience creating full-range financial plans for a variety of financial advisors' clientele. What Greg likes most about his role with Palmieri & Shannahan is the opportunity to work with a talented and highly professional team to serve wealth management clients and help them make well-informed decisions about their financial futures.

Greg is a graduate of Duke University and holds his Life & Health Insurance license. Greg has attained the Retirement Income Certified Professional (RICP®) and CERTIFIED FINANCIAL PLANNER™ professional designations.

Greg lives in Maryland with his wife, Kristen and their son, James. He enjoys hunting, fishing, spending time with family and friends - and cheering on the Ravens, Orioles and Duke athletics.