Preston Weaver, Cfp®, Ea Email & Phone Number
@dewwealth.com
2 phones found area 903
LinkedIn matched
Who is Preston Weaver, Cfp®, Ea? Overview
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Preston Weaver, Cfp®, Ea is listed as Lead Advisor I at Dew Wealth Management, a company with 36 employees, based in Austin, Texas, United States. AeroLeads shows a work email signal at dewwealth.com, phone signal with area code 903, and a matched LinkedIn profile for Preston Weaver, Cfp®, Ea.
Preston Weaver, Cfp®, Ea previously worked as Advisor at Dew Wealth Management and Associate Advisor at Dew Wealth Management. Preston Weaver, Cfp®, Ea holds Master'S Degree, Personal Financial Planning from Texas Tech University.
Email format at Dew Wealth Management
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AeroLeads found 1 current-domain work email signal for Preston Weaver, Cfp®, Ea. Compare company email patterns before reaching out.
About Preston Weaver, Cfp®, Ea
Preston Weaver, Cfp®, Ea is a Lead Advisor I at Dew Wealth Management. He possess expertise in public speaking, financial analysis, time management, teamwork, microsoft office and 12 more skills.
Listed skills include Public Speaking, Financial Analysis, Time Management, Teamwork, and 13 others.
Preston Weaver, Cfp®, Ea's current company
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Preston Weaver, Cfp®, Ea work experience
A career timeline built from the work history available for this profile.
Advisor
Current
Associate Advisor
Director Of Financial Planning
Director Of Financial Services
Paraplanner
Financial Services Coordinator
Paraplanner
- Helped firm and advisors transition between financial planning software systems (NaviPlan to eMoney)- Determined and implemented rebalancing strategies for clients portfolios- Determined suitability of insurance products and other products for clients- Onboarded new and existing clients using Smartoffice CRM, eMoney, and NaviPlan
1040 Preparer
Customer Service Representative
- Managed over employees.- Worked several different positions a day, and learned to be flexible with my skills.- Consulted with customers regarding best options to get the desired results.
Colleagues at Dew Wealth Management
Other employees you can reach at dewwealth.com. View company contacts for 36 employees →
Shanee Kumar
Colleague at Dew Wealth ManagementJaunpur, Uttar Pradesh, India, India
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CB
Carter Bennett, Cfp®, Mba, Ea
Colleague at Dew Wealth ManagementScottsdale, Arizona, United States, United States
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BT
Bryce Thompson, Cfp®
Colleague at Dew Wealth ManagementKnightdale, North Carolina, United States, United States
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JK
Justin Kowalski
Colleague at Dew Wealth ManagementDetroit Metropolitan Area, United States
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BL
Beatrice Levicoff
Colleague at Dew Wealth ManagementLititz, Pennsylvania, United States, United States
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NB
Nate Birkholz
Colleague at Dew Wealth ManagementScottsdale, Arizona, United States, United States
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SM
Stephen Mandracchia, Cfp®, Ea
Colleague at Dew Wealth ManagementPhoenix, Arizona, United States, United States
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CR
Connor Ruth, Cfp®
Colleague at Dew Wealth ManagementLincoln, Nebraska, United States, United States
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RR
Ryan R. Miller, Cfp®, Aif®
Colleague at Dew Wealth ManagementUnited States, United States
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MD
Mimi Dew
Colleague at Dew Wealth ManagementScottsdale, Arizona, United States, United States
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Preston Weaver, Cfp®, Ea education
Master'S Degree, Personal Financial Planning
Bachelor'S Degree, Personal Financial Planning
Frequently asked questions about Preston Weaver, Cfp®, Ea
Quick answers generated from the profile data available on this page.
What company does Preston Weaver, Cfp®, Ea work for?
Preston Weaver, Cfp®, Ea works for Dew Wealth Management.
What is Preston Weaver, Cfp®, Ea's role at Dew Wealth Management?
Preston Weaver, Cfp®, Ea is listed as Lead Advisor I at Dew Wealth Management.
What is Preston Weaver, Cfp®, Ea's email address?
AeroLeads has found 1 work email signal at @dewwealth.com for Preston Weaver, Cfp®, Ea at Dew Wealth Management.
What is Preston Weaver, Cfp®, Ea's phone number?
AeroLeads has found 2 phone signal(s) with area code 903 for Preston Weaver, Cfp®, Ea at Dew Wealth Management.
Where is Preston Weaver, Cfp®, Ea based?
Preston Weaver, Cfp®, Ea is based in Austin, Texas, United States while working with Dew Wealth Management.
What companies has Preston Weaver, Cfp®, Ea worked for?
Preston Weaver, Cfp®, Ea has worked for Dew Wealth Management, Ironoak Wealth, Rembrandt Financial Group, Llc, Feliciano Financial Group, and Vita.
Who are Preston Weaver, Cfp®, Ea's colleagues at Dew Wealth Management?
Preston Weaver, Cfp®, Ea's colleagues at Dew Wealth Management include Shanee Kumar, Carter Bennett, Cfp®, Mba, Ea, Bryce Thompson, Cfp®, Justin Kowalski, and Beatrice Levicoff.
How can I contact Preston Weaver, Cfp®, Ea?
You can use AeroLeads to view verified contact signals for Preston Weaver, Cfp®, Ea at Dew Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Preston Weaver, Cfp®, Ea attend?
Preston Weaver, Cfp®, Ea holds Master'S Degree, Personal Financial Planning from Texas Tech University.
What skills is Preston Weaver, Cfp®, Ea known for?
Preston Weaver, Cfp®, Ea is listed with skills including Public Speaking, Financial Analysis, Time Management, Teamwork, Microsoft Office, Microsoft Word, Investments, and Insurance.
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