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Preston Byers Cfp® Cpa Email & Phone Number

Wealth Manager, Partner Merit Financial Advisors at Merit Financial Advisors
Location: Atlanta Metropolitan Area, United States 3 work roles 2 schools
1 work email found @lpl.com 1 phone found area 770 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email j****@lpl.com
Direct phone (770) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Merit Financial Advisors
Role
Wealth Manager, Partner Merit Financial Advisors
Location
Atlanta Metropolitan Area, United States
Company size
28 employees

Who is Preston Byers Cfp® Cpa? Overview

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Quick answer

Preston Byers Cfp® Cpa is listed as Wealth Manager, Partner Merit Financial Advisors at Merit Financial Advisors, a with 28 employees, based in Atlanta Metropolitan Area, United States. AeroLeads shows a work email signal at lpl.com, phone signal with area code 770, and a matched LinkedIn profile for Preston Byers Cfp® Cpa.

Preston Byers Cfp® Cpa previously worked as Wealth Manager, Partner at Merit Financial Advisors and President at Clearbridge Wealth Management. Preston Byers Cfp® Cpa holds Mba, Accounting, Finance, Taxation from University Of Georgia - Terry College Of Business.

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Email format at Merit Financial Advisors

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*@lpl.com
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AeroLeads found 1 current-domain work email signal for Preston Byers Cfp® Cpa. Compare company email patterns before reaching out.

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Profile bio

About Preston Byers Cfp® Cpa

Preston is a Wealth Advisor and Partner at Merit Financial Advisors, a Registered Investment Advisor company. Before joining Merit, he was the President and Founder of ClearBridge Wealth Management. He is a CERTIFIED FINANCIAL PLANNER™ (CFP™) practitioner and a Certified Public Accountant® (CPA®).Preston has over thirty Five years of experience and expertise in the financial planning and investment management industry, providing sound advice to individuals, families, and closely held businesses.

Listed skills include Finance, Wealth Management, Investments, Retirement Planning, and 33 others.

Current workplace

Preston Byers Cfp® Cpa's current company

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Merit Financial Advisors
Merit Financial Advisors
Wealth Manager, Partner Merit Financial Advisors
alpharetta, georgia, united states
Employees
28
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3 roles

Preston Byers Cfp® Cpa work experience

A career timeline built from the work history available for this profile.

Wealth Manager, Partner

Current
Merit Financial Advisors

Atlanta, Georgia, United States

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. 5000 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 www.meritfa.com

Dec 2023 - Present

President

Clearbridge Wealth Management
2 education records

Preston Byers Cfp® Cpa education

FAQ

Frequently asked questions about Preston Byers Cfp® Cpa

Quick answers generated from the profile data available on this page.

What company does Preston Byers Cfp® Cpa work for?

Preston Byers Cfp® Cpa works for Merit Financial Advisors.

What is Preston Byers Cfp® Cpa's role at Merit Financial Advisors?

Preston Byers Cfp® Cpa is listed as Wealth Manager, Partner Merit Financial Advisors at Merit Financial Advisors.

What is Preston Byers Cfp® Cpa's email address?

AeroLeads has found 1 work email signal at @lpl.com for Preston Byers Cfp® Cpa at Merit Financial Advisors.

What is Preston Byers Cfp® Cpa's phone number?

AeroLeads has found 1 phone signal(s) with area code 770 for Preston Byers Cfp® Cpa at Merit Financial Advisors.

Where is Preston Byers Cfp® Cpa based?

Preston Byers Cfp® Cpa is based in Atlanta Metropolitan Area, United States while working with Merit Financial Advisors.

What companies has Preston Byers Cfp® Cpa worked for?

Preston Byers Cfp® Cpa has worked for Merit Financial Advisors, Clearbridge Wealth Management, and Ernst & Young.

How can I contact Preston Byers Cfp® Cpa?

You can use AeroLeads to view verified contact signals for Preston Byers Cfp® Cpa at Merit Financial Advisors, including work email, phone, and LinkedIn data when available.

What schools did Preston Byers Cfp® Cpa attend?

Preston Byers Cfp® Cpa holds Mba, Accounting, Finance, Taxation from University Of Georgia - Terry College Of Business.

What skills is Preston Byers Cfp® Cpa known for?

Preston Byers Cfp® Cpa is listed with skills including Finance, Wealth Management, Investments, Retirement Planning, Financial Planning, Financial Advisory, Portfolio Management, and Financial Planners.

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