Preston joined Stephens Private Client Group in 2017 to work with Richard Rogers. He has been a trusted financial consultant for more than five years. Preston says, “Richard and I approach clients’ investments as if they are our own and work together to guide clients through life’s inevitable changes and challenges. We see a distinct advantage in bringing additional experience and a point of view in order to enhance the entire client experience and look toward the future.”
Anne Thornton, a registered client associate with more than 15 years of experience, supports Preston.
Preston received a Bachelor of Arts in Communication and a Master of Arts in Management from Wake Forest University. Prior to joining Stephens, he was with BB&T Wealth Management as a private advisor.
Preston and his wife, Amy, live in Winston-Salem with their son, Charles. As a Wake Forest graduate, Preston is an avid Demon Deacon fan and enjoys attending their football and basketball games with his family and friends. When he is not spending time with his family, he also enjoys playing golf.