Nicolette Shaw - Adviser Investments

Nicolette Shaw

Tax & Family Office Coordinator

Nicolette joined Adviser Investments in 2017. She manages tax & family office clients’ day-to-day needs and requests to provide efficient processing of transactions, transfers, onboarding and more. She is responsible for the coordination and resolution of a variety of service and reporting requests between the client, the wealth management team, and custodians. Nicolette graduated from Framingham State University with a B.A. in sociology and lives in Boston. In her free time, she loves to travel, golf and volunteer with Boston Cares.

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