Todd Preston CWS®, Senior Vice President, Financial Advisor, Branch Manager; Marci Funk, Supervisory Branch Operations Manager, Registered Client Associate

Preston Group Wealth Strategies specializes in building financial plans with a big picture perspective. Our planning process is designed around you and your life goals. At D.A. Davidson, we align your investments, cash flow, and insurance to your long term financial and estate plans to construct a comprehensive wealth management plan. Our plans and advice are straightforward so that you can have the future you want with peace of mind along the way.

 

Click below to read about Todd in the Billings Gazette:

The Billings Gazette covered the ribbon-cutting ceremony for the Paul Metzger Pediatric Center of Excellence at St. Vincent Healthcare in February 2019. Todd was honored to talk about his client, Paul Metzger, at the ceremony.