Bill joined Crestwood Advisors in June of 2025 and serves as a Client Advisor.

Prior to joining Crestwood Advisors, Bill spent 17 years as an Investment Consultant for MFS Investment Management providing recommendations to help investors reach their goals. He values consistent communication and always strives to provide thoughtful insight to ensure his clients align their finances with their goals and core values.

Bill is a CERTIFIED FINANCIAL PLANNER™ practitioner with experience in retirement/cash flow planning, investment and risk management, asset protection, and next generation investor education.

Bill has a degree from Quinnipiac University and resides in Boston, Massachusetts with his fiancé and their Rottweiler, Daisy. When not in the office, you can usually find Bill at a dog park, exercising, or reading a book.