Austin D. Priest

Austin D. Priest is our Wealth Manager Assistant and has been with our firm since 2018, playing a key role in supporting both clients and advisors with efficiency, accuracy, and attention to detail. Austin holds a Life & Disability Insurance License, has a Series 7 License held through LPL Financial and equipping him with the knowledge and credentials to assist in a wide range of client service and operational needs. In his role, Austin is responsible for a variety of administrative and clerical functions that help ensure a smooth and seamless client experience.