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Billy F. Spencer, CFP®, TPCP™, CFT™, FBS®

Billy F. Spencer, CFP®, FBS®

Director, Wealth Manager

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John W. Morris

John W. Morris

Managing Partner, Wealth Manager

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Brandon D. Lozier, CFP®

Brandon D. Lozier, CFP

Client Advisor

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Paige M. Earls, CFP®

Paige M. Earls, CFP® - Fairfield University

Director, Wealth Manager

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Aaron M. Beltrami, CFP®

Aaron M. Beltrami, CFP®

Partner, Wealth Manager

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Crestwood Advisors

Boston, MA  •  Boulder, CO  •  Darien, CT  •  Providence, RI

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Crestwood Advisors is an SEC Registered Investment Advisor © 2026 Crestwood Advisors