Alyson M. Shaw
Alyson takes on two important roles at APW LLC, she is our Chief Compliance Officer and Client Service Manager.
As Chief Compliance Officer, Alyson ensures that APW LLC complies with its outside regulatory and legal requirements as well as internal policies and bylaws. She oversees and maintains up-to-date written documentation and policies related to the organization’s business activities.
As Client Service Manager, Alyson is the primary point of contact for most client facing needs. She supports the Advisors by assisting with trading and money distributions. She also manages all operational tasks associated with the estate planning process, beginning with exploratory meetings with attorneys and other professionals, all the way up to opening trust accounts and updating relevant details of the plan. Prior to joining Alliance Private Wealth, she worked in client service for eight years at Ameriprise Financial in North Andover, MA.
Alyson’s strong attention to detail is unmatched, she is very diligent and is always ten steps ahead while keeping the team organized and compliant. Her approach to client service is founded on respect and empathy for every client. Her goal is to make their lives easier by tying all the details of finances, estate planning, and risk mitigation into one complete and comprehensive package. “We strive for a high degree of detail in making sure that all of the client’s financial pieces are working together,” she says.
Alyson holds a BA in Political Science from the University of Massachusetts at North Dartmouth. She and her husband have two grown daughters and enjoy beekeeping as a family hobby. She likes to stay active as a leader in her church and volunteering in her community as well as watching live theater and New England sports teams.