Alyson M. Shaw
As Client Service Manager, Alyson supports the Advisors by assisting with back office trade data entry. 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 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.