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Out of County Chamber Membership
Education:
Professional Bio
Preston joined Waverly Advisors in May of 2024 after the acquisition of Derbend Asset Management. He serves as a Wealth Advisor. Prior to joining the firm, Preston served his clients as a Personal Banker with Wells Fargo as well as a Brokerage Associate with Wells Fargo Advisors.
Preston brings a wealth of experience from several years as an elementary school teacher, along with two years as a corporate training director with Chick-fil-A. He brings that same commitment to education when serving his clients. Preston believes clients are best served when they fully understand the fundamental investment philosophy employed on their behalf, as well as their comprehensive financial plan.
Preston currently lives in Williamson, GA with his wife, Jessica (an Integration Specialist with Waverly Advisors), and their three children, Scarlet, Reagan, and Wesley.
Preston brings a wealth of experience from several years as an elementary school teacher, along with two years as a corporate training director with Chick-fil-A. He brings that same commitment to education when serving his clients. Preston believes clients are best served when they fully understand the fundamental investment philosophy employed on their behalf, as well as their comprehensive financial plan.
Preston currently lives in Williamson, GA with his wife, Jessica (an Integration Specialist with Waverly Advisors), and their three children, Scarlet, Reagan, and Wesley.
Primary Business Name
Waverly Advisors
Out of County Chamber Membership
Education:
Georgia Southern University 2006
B.S. Education
University of Georgia 2022
Certificate in Financial Planning
Area of Expertise
Financial Planning Services, Investments