Preston Byers

Wealth Manager, Partner @Merit Financial Advisors

Atlanta, GA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Dec 2023 — Present

Wealth Manager, Partner @Merit Financial Advisors

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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

1986 — 1990

Furman University

BA, Accounting & Business Administration

1990 — 1991

University of Georgia - Terry College of Business

MBA, Accounting, Finance, Taxation

SKILLS

TrustsEmployee BenefitsFinraAsset AllocationWealth ManagementFinancial GoalsPersonal FinancePensionsWealth Management ServicesInvestmentsRetirement PlanningFinancial PlanningFinancial ServicesHigh Net Worth IndividualsFinancial PlannersAsset ManagementInvestment StrategiesMutual Funds401kEstate PlanningCertified Financial PlannerSecuritiesAsset ManagmentFinanceEstate Tax PlanningRetirementCpaFinancial AdvisoryWealthPortfolio ManagementAlternative InvestmentsInvestment AdvisoryStrategic Financial PlanningSeries 63Series 7AccountingInvestment Management

ABOUT PRESTON BYERS

Preston is a Wealth Advisor and Partner at Merit Financial Advisors, a Registered…

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