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Preston W
CFP®, Series 66
Birmingham, AL
Edward Jones
Preston Wolfe is a CFP®-certified financial advisor at Edward Jones in Birmingham, AL, with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at TEKsystems Inc. from 2013 to 2016. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and corporate accounts. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
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