Joe Joined Crestwood in 2020 and serves as a Client Service Associate on the Wealth Management Team. Joe is responsible for client onboarding, account and systems maintenance, as well as other [...]
Nick joined Crestwood in 2020 and serves as an Operations Specialist. He is responsible for supporting the firm’s daily operations. Nick graduated from Bentley University with a BS in [...]
Tiffany joined Crestwood in 2020 and serves as a Client Advisor. As a member of the Wealth Management Team at Crestwood, Tiffany ensures a highly interactive and collaborative approach with [...]
Olivia joined Crestwood in 2020 and serves as a Client Advisor. Olivia works closely with clients to help them achieve their personal and financial goals by creating comprehensive financial plans [...]