Paige joined Crestwood in 2015 and serves as a Client Advisor.
Paige assists clients with their wealth planning needs as a member of the Wealth Management team at Crestwood. Paige enjoys being part of a team that brings thoughtful financial planning as a navigation tool in the overall wealth management experience. Paige is a CERTIFIED FINANCIAL PLANNER™ has a Bachelor’s degree in Finance from Virginia Tech, where she completed their board accredited financial planning program in preparation for the CFP®.
Paige is involved with local industry chapters for the Trusts & Estates Consortium, Boston Estate Planning Council, and the Financial Planning Association.
Originally from Virginia, she has spent the past 10 years adapting to Boston winters. She enjoys spending time on the cape in the summer and may someday learn to ski to take advantage of her proximity to the New England mountains.