Preston DiMarco
Client Relationship Manager
Preston L. DiMarco serves as a Financial Advisor and Client Relationship Manager, working with both individuals and businesses to help them pursue their financial goals. Whether clients are just beginning their financial journey, preparing for retirement, or managing the needs of a small business, Preston provides personalized guidance with a goal of ensuring every aspect of their financial plan is taken care of.
He holds his Series 7 and Series 66 securities licenses through LPL Financial, as well as life and health insurance licenses, allowing him to offer a full range of investment and insurance solutions, including variable annuities.
Preston earned his Bachelor of Science in Business Administration degree with a major in Finance from Ashland University. While at Ashland, he was a member of the Eagle Investment Group, where he helped manage a portion of the university’s endowment fund—overseeing both the fixed income and communications sectors.