BOSTON (January 16, 2025) – Crestwood Advisors (“Crestwood”), a boutique investment advisory and wealth management firm based in Boston with offices in Connecticut and Rhode Island, is pleased to announce the promotion of Tim Paradis to Partner.
“I’m excited to continue my journey with Crestwood as a Partner and to be part of a team that is truly committed to putting our clients’ interests first,” said Tim. “I’m grateful for the opportunity to help shape the future of Crestwood, and I look forward to continuing our work together to support our clients and our colleagues.”
Tim, who joined Crestwood in 2023, brings nearly two decades of experience. Since joining Crestwood, he has played a key role in attracting new clients, strengthening existing relationships and taking on leadership responsibilities. In addition to supporting the firm’s growth, Tim has mentored colleagues across the firm, fostering development and collaboration within teams.
“Tim’s wealth of experience, passion for mentorship and unwavering commitment to our clients make him an invaluable part of the Crestwood family,” said Crestwood President and Managing Partner Leah R. Sciabarrasi, CFP®. “We’re excited to continue growing with him as a partner.”
Tim began his career in 2006, after a career as a mental health counselor and teacher. He uses his empathy and passion for education to form deep, personal connections with his clients. With more than 15 years of experience, Tim helps local executives, entrepreneurs, business owners, and families develop customized financial roadmaps. His holistic approach includes retirement planning, cash flow management, trusts and estates, tax planning, risk management and legacy conversations.
He is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds a BA in Psychology from Saint Anselm College and a Certificate in Financial Planning from Merrimack College.
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About Crestwood Advisors
Crestwood Advisors is an independent, fee-only, wealth management firm with approximately $6.7 billion in assets under management as of October 31, 2024. Founded in 2003, Crestwood Advisors provides investment management with financial planning strategies to help high-net-worth individuals and families identify and prioritize their goals and build sustainable wealth so that they may enjoy more financially secure and purposeful lives. For more information, please visit https://www.crestwoodadvisors.com.