Preston C. Sharpe, CFP®, AAMS®

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’s past professional experience includes two years as a corporate training director with Chick-fil-A and experience in the educational field. 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, and their three children, Scarlet, Reagan, and Wesley.

 

Education

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

Community Involvement

  • Coaching his son’s T-ball team
  • School Council for Pike County Elementary School
  • Pike County Family Connection – Board Member

Ask me About

  • Retirement Planning
  • Investment Management
  • Employer Sponsored Retirement Plans
  • Generational Wealth Planning
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