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Preston Wall WMS

Vice President, UIS; Financial Advisor, RJFS

Bio

Preston has been with Union Investment Services since 2011. Prior to joining Union he spent 6 years as a Financial Planning Specialist designing and implementing comprehensive wealth management solutions.
He enjoys building a personal relationship with each client. His process helps clients develop, implement, and monitor plans for achieving their specific financial goals.

Preston earned his Bachelor of Science from Virginia Tech and is a Wealth Management Specialist (WMS).

"I work here because of our commitment to our customers. Working at Union Investment Services gives me the best opportunity to help people achieve their financial goals."
Check the background of this investment professional on FINRA's BrokerCheck.

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