Ep68: Creating a Team Career Path at Crestwood Advisors

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 financial security for over 30 years. As CEO & Managing Partner, Michael helps to guide the firm’s strategy and is responsible for implementing and managing the resources to support the strategic direction of the firm. Michael holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the Boston Security Analysts Society. Michael has been named multiple times to Boston Magazines “Five Star Wealth Managers”*. He has an MBA in Finance from New York University Stern School of Business and a B.S. in Business Administration from the University of Delaware. Listen to this insightful RIA episode with John Morris about Crestwood Advisors! Here is what to expect on this week’s show: - How they are tapping into the first-generation wealth market. - How they both quarterback the team that is serving the client. - Creating a career path for people at Crestwood. Connect with John: Guest Links: LinkedIn- https://www.linkedin.com/in/john-morris-6146ba Website- https://www.crestwoodadvisors.com