Preston Tillotson
Iowa,LA
Summary
Client-focused wealth management professional with 10+ years of experience serving high-net-worth individuals, specializing in athletes and entertainers. Proven ability to foster long-term relationships through personalized service, while supporting $250M in assets throughout career. Expertise in financial planning, business development, and concierge-level service, delivering impactful results while upholding the values of family-owned institutions. Positioned to contribute to First Bank’s strategic expansion in the Southern region by leveraging network and commitment to personalized client care.
Overview
15
15
years of professional experience
Work History
Client Relations and Operations Manager
Financial Life Management, Inc.
01.2010 - Current
- Supported oversight of $250M in assets, delivering tailored financial strategies for high-net-worth clients.
- Led initiatives that increased revenue by 10%, contributing to enhanced operational efficiency and overall growth.
- Provided concierge services for high-net-worth individuals for 10 years, followed by five years of financial planning, addressing complex needs.
- Spearheaded digital transformation efforts, enhancing client data security and operational performance.
Junior Wealth Manager
The Generation Wealth
04.2024 - 08.2024
- Secured first MLB client of $500K AUM within the first two weeks, delivering personalized financial strategies to high-net-worth individuals.
- Retained key client with $40M in investable assets by ensuring smooth transition for future growth with larger firm.
Education
Candidate For CFP® Certification
03.2025
Certificate - Financial Planning
Pepperdine Graziadio Business School
Malibu05.2022
Bachelor of Arts - Philosophy (Applied Ethics And Law)
California State University
Sacramento12.2012
Skills
Wealth Manager
Financial Planning
Business Building and Development
Client Relationship Management
Microsoft 365 & Google Workspace
Financial Technology (Emoney, HiddenLevers Portfolio, Redtail CRM, AI Tools)
Leadership Experience
Treasurer & Board Member, Sacramento Rainbow Chamber of Commerce
- Raised $30,000 for landmark community initiatives and $10,000 for scholarships.
Timeline
Junior Wealth Manager
The Generation Wealth
04.2024 - 08.2024
Client Relations and Operations Manager
Financial Life Management, Inc.
01.2010 - Current
Candidate For CFP® Certification
Certificate - Financial Planning
Pepperdine Graziadio Business School
Bachelor of Arts - Philosophy (Applied Ethics And Law)
California State University
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