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    Preston Perez

    Financial Advisor at Raymond James

    Preston Perez serves as the Associate Vice President of Investments at Raymond James, where he is part of the Green, Perez & Associates team located in Mandeville and Baton Rouge, Louisiana. His role involves managing client investments and providing financial planning services tailored to individual needs. The team emphasizes expertise, transparency, service, and care in their approach to wealth management, focusing on preserving capital and managing risk for their clients.12

    Background and Experience

    • Professional Focus: Preston Perez specializes in investment strategies and financial planning, leveraging over 25 years of industry experience.
    • Team Composition: He collaborates with a team of financial professionals to guide clients through complex financial landscapes, ensuring that their investment portfolios align with their personal circumstances and goals.2
    • Client Base: The team caters to a diverse clientele, including employees from petrochemical companies and retirees, highlighting their commitment to personalized service.2

    Education and Credentials

    While specific educational details about Preston Perez are not mentioned in the available sources, his professional standing as an Associate Vice President indicates a high level of expertise and experience within the financial services sector.

    Professional Philosophy

    Preston's philosophy aligns with Raymond James' core values of putting clients first, acting with integrity, and fostering a culture of diversity and inclusion within the firm. This approach is fundamental to building long-term relationships with clients and achieving their financial objectives.1

    For more detailed information about Preston Perez's professional background or to connect with him, you can find his LinkedIn profile under the username preston-perez-950657111.

    Highlights

    Sep 18 · forbes.com
    Forbes 2025 Best-In-State Wealth Management Teams List
    Jan 10 · evercore.com
    Investment Banking - Evercore
    Oct 6 · raymondjames.com
    Home | Green, Perez & Associates | Mandeville & Baton Rouge, LA

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    Location

    Greater New Orleans Area