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Preston Elliott,Cfp® Email & Phone Number

Managing Director at Raymond James
Location: Columbus, Ohio, United States 7 work roles 2 schools
1 work email found @raymondjames.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email p****@raymondjames.com
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Current company
Raymond James
Role
Managing Director
Location
Columbus, Ohio, United States
Company size
480 employees

Who is Preston Elliott,Cfp®? Overview

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Quick answer

Preston Elliott,Cfp® is listed as Managing Director at Raymond James, a with 480 employees, based in Columbus, Ohio, United States. AeroLeads shows a work email signal at raymondjames.com and a matched LinkedIn profile for Preston Elliott,Cfp®.

Preston Elliott,Cfp® previously worked as Private Wealth Advisor at Raymond James & Associates, Inc. and Senior Vice President-Investments at Raymond James. Preston Elliott,Cfp® holds Masters Of Business Administration, Finance / Strategy from J.L. Kellogg Graduate School Of Management.

Company email context

Email format at Raymond James

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*@raymondjames.com
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AeroLeads found 1 current-domain work email signal for Preston Elliott,Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Preston Elliott,Cfp®

Raymond James Financial Advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all the investments and services mentioned are available in each state. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James and Associates, Inc., Member New York Stock Exchange/SIPCCertified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Listed skills include Wealth Management, Portfolio Management, Retirement Planning, Investment Strategies, and 8 others.

Current workplace

Preston Elliott,Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Raymond James
Raymond James
Managing Director
Columbus, OH, US
Website
flppartners.com
Employees
480
AeroLeads page
Company profile
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7 roles · 33 years

Preston Elliott,Cfp® work experience

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

Private Wealth Advisor

Current
Raymond James & Associates, Inc.

Bexley, Ohio, United States

Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated a mastery in anticipating and managing the expansive needs of high-net-worth individuals, families and organizations.

Jul 2024 - Present

Managing Director

Current
Raymond James

Columbus, Ohio Area

Oct 2018 - Present

Senior Vice President-Investments

Current
Raymond James

Bexley, Ohio

Sep 2016 - Present

Vice President - Investments

Ubs
Apr 2009 - Sep 2016

Brand Manager - Duncan Hines

Aurora Foods
Mar 1998 - Sep 2000
Team & coworkers

Colleagues at Raymond James

Other employees you can reach at flppartners.com. View company contacts for 480 employees →

DE Dave Everson Dave Everson Colleague at Raymond JamesOmaha, Nebraska, United States View → JB Jessica Barry Jessica Barry Colleague at Raymond JamesSan Francisco Bay Area, United States View → ES Earl Smith Earl Smith Colleague at Raymond JamesGreater Monroe Area, United States View → RW Roger Woodman Roger Woodman Colleague at Raymond JamesAtlanta, Georgia, United States View → CS Christina Sullivan Christina Sullivan Colleague at Raymond JamesUnited States View → DE Daniel Eberle Daniel Eberle Colleague at Raymond JamesGlastonbury, Connecticut, United States View → SM Steve May Steve May Colleague at Raymond JamesUnited States View → TB Tiffany Berns Tiffany Berns Colleague at Raymond JamesNew York, United States View → TM Thomas Mahler Thomas Mahler Colleague at Raymond JamesCincinnati, Ohio, United States View → AG Alex Goodwin Alex Goodwin Colleague at Raymond JamesGrand Rapids Metropolitan Area, United States View →
2 education records

Preston Elliott,Cfp® education

Masters Of Business Administration, Finance / Strategy

J.L. Kellogg Graduate School Of Management
FAQ

Frequently asked questions about Preston Elliott,Cfp®

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

What company does Preston Elliott,Cfp® work for?

Preston Elliott,Cfp® works for Raymond James.

What is Preston Elliott,Cfp®'s role at Raymond James?

Preston Elliott,Cfp® is listed as Managing Director at Raymond James.

What is Preston Elliott,Cfp®'s email address?

AeroLeads has found 1 work email signal at @raymondjames.com for Preston Elliott,Cfp® at Raymond James.

Where is Preston Elliott,Cfp® based?

Preston Elliott,Cfp® is based in Columbus, Ohio, United States while working with Raymond James.

What companies has Preston Elliott,Cfp® worked for?

Preston Elliott,Cfp® has worked for Raymond James, Raymond James & Associates, Inc., Ubs, Aurora Foods, and Mcmaster-Carr.

Who are Preston Elliott,Cfp®'s colleagues at Raymond James?

Preston Elliott,Cfp®'s colleagues at Raymond James include Dave Everson, Jessica Barry, Earl Smith, Roger Woodman, and Christina Sullivan.

How can I contact Preston Elliott,Cfp®?

You can use AeroLeads to view verified contact signals for Preston Elliott,Cfp® at Raymond James, including work email, phone, and LinkedIn data when available.

What schools did Preston Elliott,Cfp® attend?

Preston Elliott,Cfp® holds Masters Of Business Administration, Finance / Strategy from J.L. Kellogg Graduate School Of Management.

What skills is Preston Elliott,Cfp® known for?

Preston Elliott,Cfp® is listed with skills including Wealth Management, Portfolio Management, Retirement Planning, Investment Strategies, Investment Advisory, Series 63, Asset Management, and Financial Advisory.

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