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MEMBER PROFILE

 

Timothy Paradis

Crestwood Advisors

 

Member profile details

Membership level
Connecticut Individual
First name
Timothy
Second name/initial
s
Last name
Paradis
Title
Partner, Wealth Manager
Company
Crestwood Advisors
XPX Chapter Email Lists
  • Connecticut - Fairfield County News & Events
  • Connecticut - Hartford New & Events
  • Connecticut News & Events
  • Greater Boston News & Events
  • New Hampshire News & Events
 

CONTACT INFORMATION

City
Darien
State
Connecticut
 

PROFILE INFORMATION

Call me when
you want peace of mind by creating a customized wealth roadmap while planning for, in the middle of, or post transaction.
Profession
  • Wealth Manager
Functional Expertise
  • Cash flow enhancements
  • Cash management
  • Communications
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Fiduciary
  • Financial Modelling
  • Investments
  • Philanthropy
  • Private equity
  • Retirement
  • Risk management
  • Strategic planning
  • Tax
  • Trusts
Client Industry(ies)
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Education
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
Professional Certification(s)
CFP(r)
In Business Since
2006
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