Preston Perez

Preston Perez is a seasoned professional at Green, Perez & Associates, specializing in retirement planning for individuals in the petrochemical industry.

With a Bachelor's Degree from Louisiana State University System, Preston has honed his skills through various roles, including being an Associate Vice President at Raymond James and a Financial Advisor at Merrill Lynch Wealth Management, Bank of America Corporation.

At Green, Perez & Associates, the team takes a comprehensive approach to wealth management, focusing on tax minimization, concentrated stock strategies, investment management, wealth preservation, and estate planning services to help clients achieve their financial goals effectively and conservatively.

Preston Perez and his team excel in creating personalized retirement plans that address each client's unique needs, ensuring that portfolios are aligned with changing life circumstances to provide peace of mind in retirement.

Their dedication to maintaining open communication with clients sets them apart, offering continuous support and guidance to navigate the complexities of retirement planning.