Robby Preston has been Financial Advisor on Merrill’s Global Corporate & Institutional Advisory Service Team in Atlanta, Georgia since joining the firm in 2019. His passion is to assist clients in simplifying their financial lives by focusing on and prioritizing their goals. This is achieved by working with clients to help identify their primary goals and needs-including asset allocation, education funding, retirement income planning, tax minimization strategies, and legacy planning services. Robby holds the Chartered Retirement Planning Counselor™ designation. He commits himself to crafting financial strategies designed to help clients pursue desired outcomes, while building, managing, and preserving their wealth for current and future generations.
Robby grew up in Middle Tennessee and moved to Atlanta in 2012. He met his wonderful wife, Jordan, shortly after. They live just outside of the city with their labradoodle named River. They enjoy spending time with their family at the lake on the weekends and serving at their church. Robby enjoys working on his classic vehicle and hiking in the North Georgia mountains with Jordan and River every chance he can.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.