Partner, Wealth Manager
Alyson’s primary responsibilities are managing client relationships and financial planning. Alyson takes pride in “directly counseling clients on personal wealth management to create customized strategies that accomplish their personal goals”. Previously, Alyson was a Wealth Manager at Emerson Investment Management in Boston and a financial representative for Northwestern Mutual, focusing on business owners and professionals. In addition, she has prior experience with institutional sales and trading at Belle Haven Investments and Deutsche Bank Securities.
Alyson is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Divorce Financial Analyst (CDFA®) and a graduate of Colby College (BA). Alyson resides in Lexington with her husband and two children. She can be reached at email@example.com.