Preston C. Sharpe, CFP®, AAMS®

Preston joined Waverly Advisors in May of 2024 after the acquisition of Derbend Asset Management. He serves as a Wealth Advisor. Prior to joining the firm, Preston served his clients as a Personal Banker with Wells Fargo as well as a Brokerage Associate with Wells Fargo Advisors.

Preston brings a wealth of experience from several years as an elementary school teacher, along with two years as a corporate training director with Chick-fil-A.  He brings that same commitment to education when serving his clients. Preston believes clients are best served when they fully understand the fundamental investment philosophy employed on their behalf, as well as their comprehensive financial plan.

Preston currently lives in Williamson, GA with his wife, Jessica (an Integration Specialist with Waverly Advisors), and their three children, Scarlet, Reagan, and Wesley.

 

Education

• B.S.Ed – Georgia Southern University
• Certificate in Financial Planning – University of Georgia

Community Involvement

• Camelot Theatre Company, Board of Directors
• Coaching youth sports
• Pike County Elementary, School Council Member
• Pike County Family Connection, Board Member

Ask me About

• Retirement Planning
• Employer Sponsored Retirement Plans
• Generational Wealth Planning
• How financial planning and teaching elementary school are eerily similar (hint:  one uses more crayons)