Bruce Palmieri joined Northwestern Mutual in December 1990 after being introduced to the company through his experience as a financial planning client. After graduating from college, Bruce began his career in the tech field, but was impressed with the experience he had with Northwestern Mutual and quickly changed his focus to the financial services industry. Bruce had a fast start to his career and was named “Rookie of the Year” in his first year with the Baltimore office. Bruce’s practice continued to grow as he became a young leader in the organization, and he pursued more education to advance the services that he could provide to his clients. Bruce eventually became a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Life Underwriter (CLU), and a Chartered Financial Consultant (ChFC). He also brought his passion for leadership to the National Association of Insurance and Financial Advisors (NAIFA) early on in his career, volunteering his time to help lawmakers in Washington DC and Annapolis understand how proposed legislation can and will impact consumers and advisors.

Bruce continues to work with clients on financial planning with a special focus on the integration of investments and insurance. In his 30 plus years in the industry, Bruce has loved seeing firsthand the impact that his planning expertise has had on the lives of his clients. He has witnessed his clients have children, buy homes, retire, and more – all while feeling confident in the plans that they have in place. In 2018, Bruce took the next step in his career by combining practices with Gray Shannahan to form Palmieri & Shannahan; a premier wealth management firm focused on creating thorough, personalized financial plans for each of their clients. Bruce remains active with NAIFA where is he currently a board member, and he also sits on the Catholic Charities of Baltimore’s Planned Giving Committee where he and his wife Tracy have started a Donor Advised Fund. The Bruce and Tracy Palmieri Educational Fund supports 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 in honor of his deceased fraternity brothers from college.

Bruce is a native Marylander and currently lives in Cockeysville with his wife Tracy. They have a daughter, Elizabeth, and a son, Nathan whom they have been raising since he was seven. They have two rescued hound dogs; a fox hound named Cade and an American Black and Tan Coonhound named Olivia. Bruce is an avid golfer and enjoys spending time at the beach with Tracey. The couple can often be found spending their free time in Ocean City, Maryland, or Duck in the Outer Banks.

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 more than 30 states. 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, sales, 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™ 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. Bruce and Gray have nearly 50 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 bike rides, and venturing out on the Severn River on boats, kayaks, and paddle boards. Gray also loves sailboat racing, playing golf, and supporting the Orioles, Ravens, and Loyola’s lacrosse team.