|
Connor Preston
Financial Planning Intern Connor Preston is a financial planning intern with Elite Wealth Strategies, a financial services firm focusing on estate planning strategies, wealth accumulation, business planning and executive benefits for both publicly- and privately-held companies. As a financial planning intern he works with a team that addresses the diverse needs of high net-worth individuals. The financial planners on his team provide recommendations for asset allocation, funding for education, retirement and long-term care insurance. Office: (248) 230-8859 - Fax: (947) 219-0117 [email protected] |