About Preston
Preston Wilkie joined Elevate Wealth Advisory as a Wealth Adviser Associate in 2024. He works closely with clients and advisers to implement and monitor tailored portfolios and investment plans. Before joining Elevate, Preston was an Accounts Payable Specialist in the Finance Division at the University of Georgia, where he managed vendor and client assistance, invoicing, and tax reporting. He also worked as a Specialist in Client Services Operations at Homrich Berg Wealth Management, handling account maintenance, client paperwork, and customized reports. Preston has experience as a Financial Advisor Assistant at Markel Financial Services, where he processed financial transactions and maintained client files.
Preston graduated from Campbell University with a Bachelor of Business Administration in Finance and Business Administration. He has diverse skills in financial planning, quantitative analysis, and problem-solving. Outside of work, Preston enjoys spending time with family and friends. He is also an avid football enthusiast, having played NCAA Division I football at Campbell University and serving as a varsity football team captain in high school. In his spare time, he enjoys outdoor activities such as fishing, shooting, and basketball. He attends Prince Avenue Baptist Church and is the youngest of three siblings.
