Preston Morrison, CFP®
Associate Wealth Manager
As an Associate Wealth Manager at True North, Preston is responsible for portfolio management and supporting client relationships for Fort Worth and West Texas families. He holds his CERTIFIED FINANCIAL PLANNER® certification which has allowed him to further expand his knowledge base towards helping clients in their wealth planning goals.
Preston joined True North in 2021 as a Portfolio Analyst and helped clients find innovative ways to build their portfolios. Previously a Client Operations Associate at Fisher Investments, he brings unique problem solving and client support focus to his daily work.
The firm’s mission is Fulfilling Lives™, and Preston supports this by providing high-touch service and support to the Director and Senior Wealth Manager in Fort Worth for the families, business owners, and entrepreneurs they serve.
After a career in professional baseball, Preston graduated from TCU with a Bachelor of Science Degree in Economics with a minor in History. Outside of the office, you can find him spending time around Fort Worth restaurants with his wife, Kristen, son, Miles, and their three rescue dogs. As former student-athletes, Kristen and Preston also enjoy supporting TCU athletics.