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Tom Presley Cpa Cfp

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Tom Presley Cpa Cfp

Regional Managing Partner of the Southeastern Region & Wealth Advisor | Corient

Atlanta, Georgia, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Tom Presley Cpa Cfp

Work Experience

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Regional Managing Partner of the Southeastern Region & Wealth Advisor at

Corient

November 2023 - Present

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Office Managing Partner of Atlanta and Charlotte Offices & Wealth Advisor at

Corient

January 2023 - October 2023

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President of Wealth Management, Partner, and Wealth Advisor at

Corient

September 2021 - December 2022

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Partner in Charge of Client Operations, Partner, and Wealth Advisor at

Corient

January 2019 - August 2021

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Partner and Wealth Advisor at

Corient

July 2017 - December 2018

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Wealth Advisor at

Corient

April 2015 - June 2017

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Senior Financial Planner at

Corient

August 2014 - March 2015

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Financial Planner at

Corient

August 2011 - July 2014

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Certified Public Accountant at

Cherry Bekaert LLP

October 2009 - July 2011

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Tax Intern at

Cherry Bekaert LLP

May 2008 - July 2008

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Wealth Advisor at

Brightworth

Present

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Tax / Wealth Managament Intern at

Cherry Bekaert LLP

May 2007 - July 2007

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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.

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Colleagues

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Larry Gingrow

Regional Managing Partner

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Daniel Benzecry

Vice President - Strategy & Operations

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Darren Henderson

Regional Managing Partner

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Chad Estep

Partner, Chief Compliance Officer

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