Brandon D. Lozier, CFP®Client Advisor

Brandon joined Crestwood in 2016 and serves as a Client Advisor.

As a member of the wealth management team, Brandon serves an integral role in the servicing of clients’ planning needs, questions, implementation and recommendations. He is passionate about helping clients with their financial lives all while guiding them through financial decisions to help them be well-positioned for the future. Brandon believes by focusing on a holistic planning approach, success is achieved by accounting for all facets of our client’s financial life.

Prior to joining Crestwood, he graduated summa cum laude from the University of Massachusetts Dartmouth with a BS in Finance. Brandon is a CERTIFIED FINANCIAL PLANNER™ professional.

Brandon resides in Beverly, MA with his wife and in his spare time, he enjoys cooking, being outside and spending time with his friends and family.

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