BOSTON – Crestwood Advisors, a boutique investment advisory and wealth management firm with offices in Connecticut and Rhode Island, has promoted a Wilton resident to partner.
Tim Paradis, who joined Crestwood in 2023 as a wealth manager, brings nearly two decades of experience, including significant time at Fidelity Investments. Since joining Crestwood, he has played a key role in attracting new clients, strengthening existing relationships and taking on leadership responsibilities, particularly within Crestwood’s Westport and Darien offices.
“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,” Paradis said.
Crestwood Managing Partner Leah Sciabarrasi, CFP, sang Paradis’ praises.
“Tim’s wealth of experience, passion for mentorship and unwavering commitment to our clients make him an invaluable part of the Crestwood family,” Sciabarrasi said. “We’re excited to continue growing with him as a partner.”
Paradis began his career in 2006, after a career as a mental health counselor and teacher. With more than 15 years of experience, he 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 (CFP) practitioner and holds a BA in psychology from Saint Anselm College and a certificate in financial planning from Merrimack College.
