Wealth Management
Todd Preston CWS®, Senior Vice President, Financial Advisor, Branch Manager; Marci Funk, Supervisory Branch Operations Manager, Registered Client AssociatePreston 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.
Life's Key Moments
At D.A. Davidson, we are committed to providing trusted advice through life's key moments.
Navigating Success with D.A. Davidson Wealth Management
We provide the confidence that comes from having trusted advice and a steadfast partner by your side.
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We provide the knowledge and resources of a leading financial advisory practice where your needs come first. Your short- and long-term goals are our main priority and the focus of everything we do. Take the first step to building a financial strategy that’s right for your specific situation. Please use the form to contact us.
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