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
Nick Fazio
Aug 12, 2022 8:52:48 AM
< 1
min read
The Good News About Recessions for Investors
Yes, an official recession is possible, but based on previous recessions, there could be reasons for investors to smile. With ...
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Jalen P. Randolph, CFP®, MBA
Aug 3, 2022 4:59:57 PM
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min read
Dialing in Your Savings Rate
How to Leverage Your Savings Rate to Keep Expenses in Check and Reach Your Goals I recently met a good friend from college for ...
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Mike Quinlan
Aug 3, 2022 1:46:50 PM
2
min read
TBOTA Recent Events: Race Cars and Success Stories
Over the last several weeks, The TBOTA team hosted two very successful events for clients, prospects, and advisors. The events ...
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