K. Warren Poe, Jr., CFP®
Partner | Wealth Advisor
Warren is a Partner and Wealth Advisor at McGill Advisors. Warren graduated from Wake Forest University with a degree in Communications, a minor in International Studies, and completed an intensive program of business disciplines. Prior to joining McGill Advisors, Warren worked for a regional investment management firm for 6 years. He obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2007 and is a member of the Financial Planning Association.
Outside of the office, Warren enjoys golf, skiing, saltwater fishing, and spending time with family and friends.
OUR RECENT BLOG POSTS
Thomas Farmer, CFP®, C(K)P®
Sep 23, 2022 2:44:41 PM
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It’s a Challenge for Dentists to Balance Work and Family
Feeling Stressed? Here are 5 Tips to Help Get Back in Sync. I recently spoke with a dentist who owns multiple offices, is ...
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Propel Your Wealth
Aug 24, 2022 5:04:30 PM
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4 Things Accumulators Need to Know about the Student Loan Forgiveness Executive Action
President Biden announced an Executive Action on Wednesday, August 24, 2022, canceling up to $10,000 of Student Loan Debt (or ...
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Brett S. Miller, CPA, CFP®
Aug 19, 2022 11:57:07 AM
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What to Do When the Wire Hits – 3 Takeaways for Any Dentist Selling Their Practice
The day your business is officially sold will be like no other. The new buyer will send a wire transfer to complete the sale – ...
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