Will joined Crestwood in 2024 and serves as a Client Service Associate on the Wealth Management Team.

The Client Service Associates’ primary goals are to support and improve services for our clients and the firm. They work closely with the client team and are tasked with a variety of client support functions such as opening new accounts, transferring securities to custodial accounts, confirming securities’ cost basis, and perform cashiering for clients.

Will graduated from the University of Richmond in 2023 with a major in Business Administration and Finance, and a minor in Leadership studies.

He is originally from Minneapolis, Minnesota and currently lives in South Boston, Massachusetts. He loves spending time with friends and family, playing men’s league hockey and other recreational sports, and keeping up with all things Minnesota sports.