Preston Morris

With a passion for navigating the complexities of financial markets, Preston Morris is skilled in his role as Portfolio Administrator. He works closely with the portfolio team and Financial Advisors to seamlessly execute account trades, monitor account balances, and oversee capital flow. His key responsibilities also include implementing model changes and preparing detailed performance reports for clients and advisors.

Before joining Ironwood Wealth Management, Preston gained valuable, hands-on experience at an investment management firm, where he helped manage client expectations about drawdown risks. This role gave him a deeper understanding of the financial services industry, setting the foundation for his success in his current position. As a Portfolio Administrator, he loves empowering clients to make informed decisions and achieve their financial goals.

Preston earned a degree in Finance from Arizona State University and has since obtained his Series 7 and Series 63 licenses. He is also working toward his CFA designation as part of his ongoing commitment to advancing his expertise.

Outside of work, Preston is an avid golfer and a passionate Los Angeles Rams fan. He enjoys traveling and seizing every opportunity to explore new destinations.