Tom Preston

Background

Job Description

Overall responsibility for client retention, satisfaction and engagement. Operations management, client surveys and feedback, service team member development, strategic planning, process improvement.

Company Description

Brighton Jones, LLC is a Registered Investment Advisor providing comprehensive, fee-only wealth alignment services to executives, entrepreneurs and other individuals of substantial income or assets. We define wealth alignment as helping clients align their time and money with their passions and purpose.

Employment History

I've been with Brighton Jones for over 20 years.

Education

BA in Economics from Fordham University, 1987

No civic involvement entered

Mentoring Objectives & Scope

My goal is to be a resource to students who want to learn more about the wealth management industry, or simply need a sounding board for career questions.

I've had good experience with students interested in learning more about the financial services industry in general, and wealth management in particular.

When and where do you hold meetings with your students?

100% in person on SU campus.

Additional Information

Brighton Jones is proud to count a number of Seattle U grads as team members! My goal is to help spread the word about how wealth management/alignment can be an incredible career option. I have mentored students and young professionals for years.