Brandon D. LozierClient Service Associate

Brandon joined Crestwood in 2016 and serves as a Client Service Associate. 

Brandon is responsible for client onboarding, account and systems maintenance, as well as other daily operational needs in conjunction with the Wealth Management Team.

Prior to joining Crestwood, he graduated from the University of Massachusetts Dartmouth with a BS in Finance and is currently working towards his CERTIFIED FINANCIAL PLANNER™ certification. 

A majority of Brandon’s free time is dedicated to friends and family or spent outside.

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