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Tom Presley Cpa Cfp
Tom Presley Cpa Cfp
Regional Managing Partner of the Southeastern Region & Wealth Advisor | Corient
Atlanta, Georgia, United States
Tom Presley Cpa Cfp
Summary
Tom Presley is a seasoned financial expert currently serving as the Regional Managing Partner of the Southeastern Region and Wealth Advisor at CORIENT, where he develops tailored financial strategies for affluent clients. With a solid educational background, including a Master of Accountancy from the University of Georgia, he holds multiple prestigious certifications such as CPA and CFP®. His extensive experience in both public accounting and wealth management equips him with unique insights into corporate and individual taxation, particularly for high-income executives. Tom has been recognized nationally as a 'Top Young Advisor to Watch' and has contributed to various financial publications. He is actively involved in professional organizations, reflecting his commitment to ethical financial advising. Outside of work, Tom enjoys a rich family life in Marietta, Georgia, and has diverse interests ranging from sports to cooking.
Tom Presley Cpa Cfp
Work Experience
Regional Managing Partner of the Southeastern Region & Wealth Advisor at
Corient
November 2023 - Present
Office Managing Partner of Atlanta and Charlotte Offices & Wealth Advisor at
Corient
January 2023 - October 2023
President of Wealth Management, Partner, and Wealth Advisor at
Corient
September 2021 - December 2022
Partner in Charge of Client Operations, Partner, and Wealth Advisor at
Corient
January 2019 - August 2021
Partner and Wealth Advisor at
Corient
July 2017 - December 2018
Wealth Advisor at
Corient
April 2015 - June 2017
Senior Financial Planner at
Corient
August 2014 - March 2015
Financial Planner at
Corient
August 2011 - July 2014
Certified Public Accountant at
Cherry Bekaert LLP
October 2009 - July 2011
Tax Intern at
Cherry Bekaert LLP
May 2008 - July 2008
Wealth Advisor at
Brightworth
Present
Tax / Wealth Managament Intern at
Cherry Bekaert LLP
May 2007 - July 2007
Tom Presley Cpa Cfp
Education
Terry College of Business, Macc, Bba
January 2004 - January 2009
Frequently Asked Questions about Tom Presley Cpa Cfp
What company does Tom Presley Cpa Cfp work for?
Tom Presley Cpa Cfp is a Regional Managing Partner of the Southeastern Region & Wealth Advisor at Corient.
Where Tom Presley Cpa Cfp graduated from?
Tom Presley Cpa Cfp holds a degree in Accounting, Finance from Terry College of Business.
Who is Tom Presley Cpa Cfp?
Tom Presley is a seasoned financial expert currently serving as the Regional Managing Partner of the Southeastern Region and Wealth Advisor at CORIENT, where he develops tailored financial strategies for affluent clients. With a solid educational background, including a Master of Accountancy from the University of Georgia, he holds multiple prestigious certifications such as CPA and CFP®. His extensive experience in both public accounting and wealth management equips him with unique insights into corporate and individual taxation, particularly for high-income executives. Tom has been recognized nationally as a 'Top Young Advisor to Watch' and has contributed to various financial publications. He is actively involved in professional organizations, reflecting his commitment to ethical financial advising. Outside of work, Tom enjoys a rich family life in Marietta, Georgia, and has diverse interests ranging from sports to cooking.
Tom`s contact details
Colleagues
Regional Managing Partner
VP, FP&A
Vice President - Strategy & Operations
Regional Managing Partner
Partner, Chief Compliance Officer