Frank V. TaylorClient Service Associate

Frank joined Crestwood in 2022 and serves as a Client Service Associate on the Wealth Management team.

Frank is responsible for the daily operational needs of the Wealth Management team, including client onboarding, and account and systems maintenance

Prior to joining Crestwood, he graduated from the University of Massachusetts Amherst with a degree in finance and a minor in economics. He joins us from State Street Corporation where he provided dedicated client support.

Frank currently resides in Braintree, MA. He enjoys snowboarding, photography, videography, and spending time with friends and family.

Start typing and press Enter to search