Greenline Wealth Management

Patrick McCoy is a financial advisor at Greenline Wealth Management with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at American Funds and Capital Client Group, Inc. Prior to his current role, he founded Patrick McCoy LLC, where he operates as a licensed drone operator scanning roofs for storm damage on weekends. Greenline Wealth Management provides investment advice and planning to individuals, trusts, estates, and corporate retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, utilizing a blend of fundamental, technical, and charting analysis to tailor strategies to client goals and risk tolerance.

Matthew Pitzulo is a financial advisor at Greenline Wealth Management with a Series 65 credential and two years of industry experience. Prior to joining Greenline Wealth Management in 2023, he worked at Converge Medical Technology, Best Dedicated Solutions, and Slammers LLC. Greenline Wealth Management provides investment advice and planning services to individuals, trusts, estates, and corporate retirement plans, offering both discretionary and non-discretionary portfolio management. The firm uses a combination of fundamental, technical, and charting analysis to tailor strategies for individual clients and serves institutional clients in advisory and discretionary investment management roles, including access to third-party model portfolios through the Envestnet strategist network.

Christopher Gacom is a financial advisor at Greenline Wealth Management with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several related entities within the Greenline group since 2018, as well as prior roles at American Funds and ADP Broker Dealer Inc. He is also involved as an insurance agent with Greenline Insurance LLC. Greenline Wealth Management provides investment advice and planning to individuals, trusts, estates, and corporate retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, utilizing a mix of fundamental, technical, and charting analysis for individual portfolios and serving institutional clients with both advisory and discretionary solutions, including access to third-party model portfolios through Envestnet.

Stephen Gagliardi is a financial advisor at Greenline Wealth Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Greenline Planning LLC since 2020 and Greenline Wealth Management since 2018. Prior to that, he was with ADP Broker-Dealer, Inc. from 2015 to 2018. Greenline Wealth Management provides investment advice and planning to individuals, trusts, estates, and corporate retirement plans. The firm offers both discretionary and non-discretionary portfolio management and tailors strategies based on client goals, time horizons, and risk tolerance, using a combination of fundamental, technical, and charting analysis.

Jack Garey is a Series 65-licensed advisor at Greenline Wealth Management in Boca Raton, FL. He has been with the firm since 2025 and previously worked briefly at Alliance Bernstein. Garey’s background includes a decade as a full-time student prior to entering the financial industry. Greenline Wealth Management provides investment advice and planning to individuals, trusts, estates, and corporate retirement plans. The firm offers both discretionary and non-discretionary portfolio management and employs a mix of fundamental, technical, and charting analysis to tailor strategies to client goals and risk tolerance.

Joshua Carelli is a financial advisor at Greenline Wealth Management with two years of industry experience. He holds a Series 65 designation and has previously worked at PNC Bank, Aimpoint Pension, and Firstbank. Joshua is also involved with Greenline Insurance LLC, an affiliated insurance agency. Greenline Wealth Management provides investment advice and planning to individuals, trusts, estates, and corporate retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, tailoring strategies using fundamental, technical, and charting analysis while managing a sizable retirement-plan practice.