Preston Morris

Portfolio Administrator at Ironwood Wealth Management, LLC

Role: Portfolio Administrator at Ironwood Wealth Management, Llc
Location: Scottsdale, AZ, US
LinkedIn followers: 500 followers

About Preston Morris

Preston is an Advisor Analyst at Redwood Investment Management. In this role, he partners with financial advisors to drive better investor outcomes and enhanced client satisfaction via the RiskFirst® philosophy.Preston earned his Bachelor of Science in Finance from the W.P Carey School of Business at Arizona State University.

Experience

Portfolio Administrator
Ironwood Wealth Management, Llc
Sep 2024 — Present

Education

Arizona State University
Bachelor of Science - BS
Norco High School
High School Diploma

Contact information

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Work email
p••••••@ironwoodwm.com
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Current company

Ironwood Wealth Management, Llc

Investment Management · 18 employees · Founded 2006 · Chandler, Arizona, United States

Ironwood Wealth Management, an Independent Investment Advisor registered with the SEC, is a comprehensive financial planning firm that offers customized solutions to individuals and institutions. We enjoy helping retirees and pre-retirees with the complexities of turning their \"Nest Egg\" into a reliable income stream. We strive to provide a superior level of service to our clients second to none, and as such, have grown our practice almost entirely through the referrals of our existing clients. We offer unique and creative planning strategies to complex topics such as estate planning, employer-sponsored retirement plans, individual retirement plans and portfolio management. With collaborative relationships with several Certified Public Accounts and attorneys, we are able to offer a holistic level of financial planning integrated with tax-savings and estate planning. We follow a disciplined wealth management process that provides a structured approach but still allows for customization based on your own personal situation. Our process includes preparing an Investment Policy Statement for each client, determining the appropriate asset allocation based on your goals and objectives, selecting the securities to use for each asset allocation using both passive and active management styles, monitoring and evaluating the portfolio on a continual basis and strategically rebalancing the portfolio.

ironwoodwm.com

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About Preston Morris

Experience

Portfolio Administrator

Education

Arizona State University

Norco High School

Find verified contacts for anyone on LinkedIn