Preston Alexander Kohn

Advisor at Merrill — Camden, SC Broad St

Updated today

Credentials

Series 66

Experience

5 years

Location

Camden, SC 29020

Merrill logo

Merrill

Institution

Total advisors

25,558

Across 3,161 offices

Clients per advisor

70 Very Low

Avg AUM per client

$860,085 Very High

HNW client ratio

29% High

About

Preston Kohn is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on understanding clients' personal priorities to develop tailored strategies that address their short-, mid-, and long-term financial goals. His role encompasses areas such as legacy planning, liquidity management, new wealth management, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income.

Preston provides comprehensive resources ranging from general investing and retirement planning to saving for unexpected events, working collaboratively with clients to address their financial concerns and questions. He also coordinates access to Bank of America specialists for additional banking, credit, home financing, and small business solutions. Preston holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's degree from the University of South Carolina System.

Outside of his professional work, Preston enjoys activities such as biking, fishing, running, skiing, soccer, and traveling. He also enjoys spending time watching soccer and fly fishing.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

General retirement planning Retirement income strategy Wealth management Tax-loss harvesting Business sale tax planning

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Fee options

Commissions

SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.

Location

See office

Camden, SC Broad St

917 Broad St

Camden SC 29020

Advisors at this office

6

Most active in

Florida · South Carolina · Texas

Work history

5 years of industry experience

Bank Of America, N.a.

2022 - Present • 4 years

Greenville, SC

Merrill

2020 - Present • 6 years

Greenville, SC

Unemployeed

2019 - 2020 • 1 year

Columbia, SC

University of South Carolina

2019 - 2019 • 1 year

Columbia, SC

Synovus Bank

2019 - 2019 • 1 year

Atlanta, GA

University of South Carolina

2018 - 2019 • 1 year

Columbia, SC

Merrill Lynch

2018 - 2018 • 1 year

Camden, SC

Event Rentals

2018 - 2018 • 1 year

Columbia, SC

University of South Carolina

2017 - 2018 • 1 year

Columbia, SC

Modern Turf

2017 - 2017 • 1 year

Rembert, SC

University of South Carolina athletics department

2017 - 2017 • 1 year

Columbia, SC

University of South Carolina

2016 - 2017 • 1 year

Columbia, SC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Philip G

Series 63, Series 65

Camden, SC

Cannon Advisors

Philip Gephart is a financial advisor at Cannon Advisors in Camden, SC, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Cannon Advisors, he owned and directed Workout Anytime, a fitness business, where he remains involved as Owner and Fitness Director. Cannon Advisors serves individual and high-net-worth clients, providing discretionary portfolio management, financial planning, and limited consulting. The firm employs a range of investment strategies informed by client-specific policy statements and manages approximately $181.6 million across about 228 clients.

Options & derivatives strategies Private / alternative investments Real estate investing Annuities
user avatar

Craig S

Series 63, Series 66

Camden, SC

Advisory Services Network

Craig Schinke is a financial advisor with Advisory Services Network who holds Series 63 and Series 66 designations and has 39 years of industry experience. He previously worked at Kovack Securities Inc. from 2014 to 2018. Outside of his advisory role, he is involved in fixed insurance sales and financial, retirement, and estate planning through his affiliated business, Tenet Wealth Management. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans. The firm’s network of independent advisors provides portfolio management, financial planning, and retirement-plan consulting, managing approximately $8.6 billion in client assets with strategies tailored across a range of investment types.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
user avatar

William G

Series 63, Series 66

Camden, SC

Advisory Services Network

William Galloway Jr. is a financial advisor with Advisory Services Network, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked at Advisory Services Network since 2019, following positions at BB&T Securities and Scott & Stringfellow. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm provides a range of services including portfolio management, financial planning, and retirement plan consulting, employing strategies based on client objectives and risk tolerances.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
user avatar

William M

Series 66

Camden, SC

Advisory Services Network

William Morris is a financial advisor at Advisory Services Network with a Series 66 credential and one year of industry experience. His prior work includes roles at Kovack Securities Inc., Tenet Wealth Management, and North American Senior Benefits. Outside of financial services, he has experience in event management with Triple T Events and has worked in various roles including at Shipyard Baseball Complex and Sea World Orlando. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a large network of independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, utilizing diverse investment strategies and flexible engagement models.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
user avatar

Jonathan F

ChFC®, Series 63, Series 66

Camden, SC

Advisory Services Network

Jonathan Fike is a financial advisor at Advisory Services Network with 30 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His work history includes roles at Kovack Securities, Inc. since 2014 and Advisory Services Network since 2011. Outside of his advisory work, Fike is involved in leading a capital campaign for Village Church in South Carolina. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment consulting, and retirement-plan services, managing approximately $8.6 billion in client assets.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
user avatar

Craig C

Series 66

Camden, SC

Advisory Services Network

Craig Cochran is a financial advisor at Advisory Services Network with 13 years of industry experience. He holds a Series 66 designation and has been with Advisory Services Network since 2015. Cochran serves on the finance committee of Trinity Methodist Church, advising on the church's financial decisions. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisers. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, employing strategies based on clients’ objectives and risk tolerances.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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