Preston W. Snow | CFP®, Sr. Wealth Advisor, Managing Partner
Preston W. Snow
CFP®
Sr. Wealth Advisor, Managing Partner
Sr. Wealth Advisor, Managing Partner
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Biography
Preston Snow is a CERTIFIED FINANCIAL PLANNER™ at Avidian Wealth Solutions. A CFP since 2009, Preston serves his clients by offering comprehensive financial planning through a systematic approach that includes retirement preparedness assessment and income planning, financial modeling, cash flow analysis, risk assessment/management, and more.
With a passion for helping clients live a less stressful life, Preston strives to make a positive difference in the lives of the families he serves by assisting them in getting their financial affairs in order. He offers customized financial planning services tailored to the unique goals of each entrusted family. Through a disciplined process-driven approach, he prioritizes providing value to his clients’ time while establishing and implementing a financial game plan.
Prior to joining the Avidian Wealth Solutions team, Preston provided financial planning services to high net worth individuals and families as a Private Client Advisor at JPMorgan Chase from 2004-2018. He is a graduate of Texas A&M University with a bachelors degree in Agricultural Economics.
Preston and his wife have two sons and he enjoys traveling with his family, fishing, and coaching youth sports.
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to connecting
Whether you are looking for someone to partner with you in protecting and growing your assets, or you are an experienced financial advisor interested in joining the Avidian Wealth Solutions team, we want to hear from you. Please call us or email us, and we’ll be in touch as soon as possible!