Preston Kohn
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Preston Kohn is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their personal priorities and goals, developing tailored strategies for wealth and life planning. His approach includes assisting with legacy planning, liquidity management, retirement income, philanthropic planning, and investment strategy. Preston also offers support with small business strategies, tax minimization, and portfolio management services.
Preston holds a Bachelor's Degree from the University of South Carolina and carries multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He serves as a resource for clients on a range of financial matters, from general investing and retirement planning to unexpected expenses, coordinating with Bank of America specialists when needed.
Outside of his advisory role, Preston enjoys biking, fishing, running, skiing, soccer, and traveling. He also appreciates spending time watching soccer and fly fishing. His personal philosophy centers on uncovering what matters most to clients and their families to create strategies that pursue their financial goals.
Bank Of America, N.a.
2022 - Present (4 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2020 - Present (6 years)
Unemployeed
2019 - 2020 (1 year)
University of South Carolina
2019 - 2019 (1 year)
Synovus Bank
2019 - 2019 (1 year)
University of South Carolina
2018 - 2019 (1 year)
Merrill Lynch
2018 - 2018 (1 year)
Event Rentals
2018 - 2018 (1 year)
University of South Carolina
2017 - 2018 (1 year)
Modern Turf
2017 - 2017 (1 year)
University of South Carolina athletics department
2017 - 2017 (1 year)
University of South Carolina
2016 - 2017 (1 year)
Modern Turf
2016 - 2016 (1 year)
Chick-fil-A
2014 - 2016 (2 years)
Camden High school
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")