Preston Perez,
CRPC®
Vice President, Wealth Management
CRPC®, Chartered Retirement Planning Counselor®
Preston began his career in the financial services industry in 2009 and joined Raymond James in 2018. He has earned the Chartered Retirement Planning Counselor® (CRPC®) designation offered through the College for Financial Planning. His focus is on investment management consulting, tax minimization strategies, and concentrated stock strategies.
Preston graduated from Louisiana State University with a Bachelor of Finance Degree. He is the kitchen director of Krewe de Camp in Covington, Louisiana, where he enjoys using his cooking skills to serve special needs children throughout the region.
In his free time, he enjoys fishing for redfish, golf, cooking, and cheering on the Saints and LSU. He lives in Metairie with his wife, Rachel, and their daughters, Abigail and Caroline.
