Paige Earls is primarily responsible for service and financial planning related needs of clients in conjunction with the Relationship Management Team. Paige “is excited to be part of a team that brings thoughtful financial planning as a navigation tool in the overall wealth management experience”.
Prior to joining Crestwood Advisors, Paige was a Senior Associate working alongside the Client Advisory Team at a Twin Focus, a Family Office in Boston’s Back Bay. Additionally, Paige previously specialized in client service assisting the Relationship Management Team at Windhaven Investment Management.
Paige is a graduate of Virginia Tech, where she received her Bachelor’s degree in Finance with a concentration in Financial Planning. Paige is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and holds the Series 66 license. Paige can be reached at firstname.lastname@example.org.