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
Herman Freitag, CFP®
Nov 7, 2022 2:17:58 PM
5
min read
Three Considerations For Your Cash Balance Plan With Stocks Down For The Year
Investors are experiencing the worst and most prolonged market downturn since the global financial crisis of 2008 according to ...
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Andrew Kobylski
Nov 7, 2022 1:06:12 PM
4
min read
Common Mistakes Surrounding Qualified Charitable Distributions
In our experience, Qualified Charitable Distributions (QCDs), which have been around since the mid-2000s as a provision under ...
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Women In Dental
Nov 7, 2022 11:39:48 AM
2
min read
Women In Dental: The Power of Impact and Financial Planning
First-year dental students experienced their highest rate of women representation last year. 56% of the students who walked on ...
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