Billy joined Crestwood in 2016 and serves as a Wealth Planner, and is the Boston Client Advisor team lead and Boston Client Service Associate(s) manager.
As a CERTIFIED FINANCIAL PLANNER™ Billy helps individuals & families identify goals & ways to achieve them while solving financial puzzles along the way. He works closely with the wealth & portfolio managers to provide a level of service they’d expect if they were in your shoes.
In addition to being a CFP®, Billy graduated from Saint Michael’s College in Vermont with a degree in Business Administration. Billy is a member of the Financial Planning Association (FPA), the Massachusetts chapter of FPA NextGen, the Boston Estate Planning Council (BEPC), and Boston Trusts & Estate Consortium (TEC). Billy also volunteers with the Fight Like Frank Foundation which supports the Gift of Life Foundation and Brain Aneurysm Foundation along with other various charities.
While in the Green Mountain State Billy continued to develop a love for the mountains and can be found skiing or hiking when he’s not surfing, fishing, or listening to music. Billy currently resides in Dorchester, MA with his girlfriend Alex.