Hillary R. Urbancic-Davis, CPWA®Director, Wealth Planner

Hillary joined Crestwood in 2021 and serves as a Wealth Planner.

Hillary is responsible for relationship management and the financial planning needs of clients as a member of the wealth management team. Hillary focuses on helping clients achieve their unique investment and wealth goals by building comprehensive financial plans.

Hillary is a Certified Private Wealth Advisor® professional and has worked in wealth management for over 10 years, previously holding positions with Morgan Stanley, Wells Fargo Advisors, and MFS Investment Management. Hillary has a BA in Economics with minors in Finance and Psychology from Fairfield University where she was a 4-year member of their DI Swimming and Diving team.

Hillary resides in Boston’s North End with her husband and their dog, Cooper. When not in the office, Hillary enjoys spending time on Cape Cod with family and friends, visiting the family farm in Missouri and Illinois, and learning about Boston and other local history.

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