Billy is primarily responsible for service and financial planning related needs of clients in connection with the wealth management team. He values that “Crestwood provides team-based relationships with personalized solutions customized for the individual needs of its clients.”
Prior to joining Crestwood, Billy was an Associate at JPMorgan Chase.
Billy received a BS from Saint Michael’s College and is a CERTIFIED FINANCIAL PLANNER™ (CFP®). He is involved as a volunteer and supporter of the Fight Like Frank Foundation, a non-profit organization committed to raising awareness for various charities. Billy resides in South Boston and can be reached at firstname.lastname@example.org.