William joined Crestwood in 2016 and serves as a Wealth Planner to clients. He also manages the Boston Client Service Associates. Billy is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Financial Behavior Specialist®. As a CFP® professional, He helps clients meet their ideal lifestyles by aligning resources with goals. As an FBS®, he helps clients understand and improve their relationship with money. He is a member of the Financial Planning Association (FPA) and the Financial Psychology Institute. He also volunteers with the Fight Like Frank Foundation.