PWS Welcomes, Chris Battreall, New Partner & Advisor

Trevor O'Connor • July 20, 2025



Precision Wealth Strategies Welcomes Chris Battreall, CFP® as New Partner & Advisor


[Charleston, SC] — [7/1/2025] — Precision Wealth Strategies, LLC is proud to announce the addition of Chris Battreall, CFP® as a new Partner & Advisor. With over 25 years of industry experience, Chris brings a proven track record, deep client relationships, and specialized expertise in that will further strengthen the firm’s capabilities and client offerings.


Chris' arrival also marks a strategic expansion of Precision Wealth Strategies’ presence in Charleston, where he now calls home. 


“We are thrilled to welcome Chris to the firm, this has been 20+ years of friendship in the making,” said Darin Robinson CEO & Managing Partner of PWS “Some people light a path ahead; others walk beside you every step of the way. I'm lucky, my best friend has done both. Chris's belief in me helped me take the leap into this business, and today, I'm proud to welcome Chris not just as my inspiration, but as my teammate. Chris has built a reputable business working with clients who have become like family to him whom we now get to welcome to our Precision Family as well.”


“This is more than a personnel addition—it's a growth milestone,” added Trevor O’Connor, COO & Partner of PWS. “Chris’ experience and leadership in Personal Financial Planning and Retirement planning for High-Net-Worth families – specifically for retired/retiring C-Suite Executives and Highly Compensated Employees (HCE’s) brings an entirely new dimension to our firm and enhances the value we provide to clients.”


Over his career, Chris has built a strong reputation for helping high-net-worth families navigate complex employment/retirement structures, estate planning/wealth transfer, and general financial planning needs. His dedication to excellence, integrity, and long-term client relationships aligns closely with PWS’ mission and values.


“Joining Precision Wealth Strategies is an exciting next step for me and for my clients,” said Chris Battreall. “The firm’s collaborative culture and focus on client success align perfectly with how I’ve always worked. I’m excited to bring my expertise to the team while continuing to support and grow client relationships, especially in Charleston.”


Chris' clients will now benefit from the broader resources of PWS, including access to an in-house Investment Team that oversees/manages asset classes that clients may not have had full access to previously, including but not limited to, proprietary public equity strategies, structured notes, private credit, private real estate and private equity - while maintaining the trusted relationship and personalized service they have come to expect.


Learn More About Chris

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About Precision Wealth Strategies

Precision Wealth Strategies is a boutique/independent wealth management firm, headquartered in St. Louis, Missouri, serving clients across the Nation (with advisors sitting in St. Louis, MO; Dallas, TX; and Charleston, SC). We provide investment management services to both Individuals & Families and Businesses. Precision Wealth Strategies has a refined process empowering our clients to Think Bigger, accomplish more for themselves and the people they love, implementing their dream plan with less risk and less tax as our primary focus - Investing with a Purpose. 

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From the Desk of:

Trevor O’Connor

COO & Advisor

info@precisionwealthstrategies.com

636-449-3800

precisionwealthstrategies.com

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