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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.