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Podcast: Registered Investment Advisor Podcast
Episode: Creating a Team Career Path at Crestwood Advisors
Description: John co-founded Crestwood in 2003 and serves as a Wealth Manager and Managing Partner. John focuses the majority of efforts at the firm being present with clients and ensuring that their long-term financial goals are on track and, as a Managing Partner, helps guide the strategy for the firm. His desire is to demystify wealth and to thoughtfully present solutions that reduce financial stress and create positive financial outcomes. John has over 30 years of experience in the financial services industry. Michael has been helping individuals and families most effectively manage their investments and enhance their fina...