Private Wealth Management

Preston Yates

Financial Consultant

Direct: (336) 251-0438

Philosophy & Approach

Preston joined Stephens Private Client Group in 2017 to work with Richard Rogers.  He has been a trusted financial consultant for more than 5 years. Preston says, “Richard and I approach clients’ investments as if they are our own and work together to guide clients through life’s inevitable changes and challenges. We see a distinct advantage in bringing additional experience and a point of view in order to enhance the entire client experience and look toward the future.”

Anne Thornton, a registered sales assistant with over 15 years of experience, supports Preston.

Experience & Education

Preston received a Bachelor of Arts in Communication and a Master of Arts in Management from Wake Forest University. Prior to joining Stephens, he was with BB&T Wealth Management as a private advisor.

Personal

Preston and his wife, Amy, live in Winston-Salem with their son, Charles.  As a Wake Forest graduate, Preston is an avid Demon Deacon fan and enjoys attending their football and basketball games with his family and friends. When he is not spending time with his family, he also enjoys playing golf.


You may obtain information regarding the background of our Financial Consultants by viewing their bio and by searching for them on the Financial Industry Regulatory Authority’s Broker Check website: www.finra.org/brokercheck

For Retail Investors: Form CRS

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