Abby Presley, CFP®
Wealth Advisor &
GenerationNeXt Team Leader
My primary focus is to help simplify my clients’ financial lives. I enjoy partnering with my clients’ to create a plan which serves as a clear and comprehensive financial foundation. Once a plan is established, implementing and providing strategies along the way to support their goals is truly rewarding.
Professional Financial Planning Experience
- Professional experience includes assisting the financial planning team in providing thorough analyses in all aspects of our clients’ financial situation in order to provide sound recommendations to help clients achieve financial security.
Career History
- Bedel Financial Consulting, Inc. Financial Planner
- Franklin Wealth Advisors, Financial Planning Intern
- D3 Financial Counselors, Financial Planning Intern
Education and Professional Designations
- Bachelor of Science in Consumer Economics, Financial Planning Concentration, University of Illinois
- CERTIFIED FINANCIAL PLANNER™ designation, College for Financial Planning.
Professional Activities
Goodwill Foundation of Central and Southern Indiana, Board Member (2023 – Present)
Goodwill of Central and Southern Indiana Young Leaders, Board Member (2016 - 2022), Advocacy Committee Chair (2018 – 2019), Vice Chair (2020), Chair (2021)
Financial Planning Association, Member (2012 – Present)
Financial Planning Association of Greater Indiana, NexGen and Student Development Chair (2015 – 2017)
Check out more fun facts about Abby:
BLOG POSTS
Do 529 Plans Jeopardize Financial Aid?
Saving for college is important. However, maximizing financial aid may be the difference between going to college and sitting out. The funding of a 529 College Savings Plan has many benefits, but what’s the impact on a student’s financial aid calculation?
4 Charitable Giving Questions – Answered!
Confused about charitable giving? Understanding the ins and outs of it is important. Your gifts will not only lower your tax bill, but will also help support causes you care most about.It's a win-win situation!
The Ups and Downs of Downsizing for Retirement
Many people assume downsizing their lifestyle during retirement is a simple task that leads to decreased spending and increased satisfaction during non-working years.
5 Financial Moves to Make before Financing a New Vehicle
The time has finally come; you are sick of driving your old, beat-up car and are in the market to purchase a new vehicle. There is nothing wrong with replacing an older car, especially one that is run-down and unreliable.