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®
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SECURE Act 2.0 for Small Business Owners and Retirees
The SECURE Act 2.0 was officially signed into law on December 29th, 2022. Within the new legislation, there are several major ...
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Women In Dental
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Women In Dental: The Power of Impact and Financial Planning
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Herman Freitag, CFP®
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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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