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Preston M
Series 66
Pinehurst, NC
Concorde Asset Management, LLC
Preston Mokris is a financial advisor with Concorde Asset Management, LLC in Pinehurst, NC, holding a Series 66 designation and 16 years of industry experience. He has been with Concorde since 2015 and manages business activities related to 1031 exchanges into Delaware Statutory Trusts through his personal LLC. Mokris is also a part owner of two mobile home parks and a vacation rental property, where he participates in high-level operations. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base, including individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, utilizing both in-house and external strategists, and offers alternative investment products alongside traditional portfolios.
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