Preston Byers
Wealth Manager, Partner Merit Financial Advisors
- Role
- Wealth Manager, Partner at Merit Financial Advisors
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Preston Byers
Preston is a Wealth Advisor and Partner at Merit Financial Advisors, a Registered…
Experience
Wealth Manager, Partner
Dec 2023 — Present · Atlanta, GA, US
Merit is a comprehensive financial planning and wealth management firm that seeks to help individuals, families and small business plan and achieve their unique financial goals. Merit’s team of 200+ dedicated professionals provides the necessary education and guidance needed to ensure clients make prudent decisions and implement effective strategies vital to the protection and preservation of wealth.Merit’s Awards and Accolades- 2023, 2022, 2021, 2020, 2019 & 2018 Best Places to Work for Financial Advisors by InvestmentNews - 2022, 2021 & 2020 Forbes Best-in-State Wealth Advisors - 2022 Forbes Top Women Wealth Advisors - 2021 Barron\'s Top Private Wealth Management Teams - 2020 Forbes Top 250 Wealth Advisors - 2021 & 2020 Inc. Fast Growing Private Companies in America Investment advice offered through Merit Financial Group, LLC, an SEC registered investment adviser. For hyperlinks to FINRA and SIPC, please refer to the Contact Info section above. Investment advice offered through Merit Financial, LLC, a registered investment advisor and a separate entity from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which I am/we are registered to do business, please visit
Education
Furman University
BA, Accounting & Business Administration
1986 — 1990
University of Georgia - Terry College of Business
MBA, Accounting, Finance, Taxation
1990 — 1991
Skills
- Trusts
- Employee Benefits
- Finra
- Asset Allocation
- Wealth Management
- Financial Goals
- Personal Finance
- Pensions
- Wealth Management Services
- Investments
- Retirement Planning
- Financial Planning
- Financial Services
- High Net Worth Individuals
- Financial Planners
- Asset Management
- Investment Strategies
- Mutual Funds
- 401k
- Estate Planning
- Certified Financial Planner
- Securities
- Asset Managment
- Finance
- Estate Tax Planning
- Retirement
- Cpa
- Financial Advisory
- Wealth
- Portfolio Management
- Alternative Investments
- Investment Advisory
- Strategic Financial Planning
- Series 63
- Series 7
- Accounting
- Investment Management
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