Warren Poe

Warren Poe

Vice President & Wealth Manager at McGill Advisors, Inc.

Location
Charlotte, North Carolina Area
Industry
Financial Services

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Warren Poe's Overview

Current
Past
Education
Connections

229 connections

Websites

Warren Poe's Summary

McGill Advisors, Inc., formerly Select Consulting, Inc., was formed in 1999 to assist dental clients of The McGill Hill Group implement successful investment strategies and navigate the complex investment decisions required to achieve and maintain financial independence.

We serve clients all over the country, with our Wealth Managers speaking at many national, regional and state dental meetings and relationships currently in more than 45 states.

In addition to a national presence, experience is also something we pride ourselves on, with our Wealth Managers having over 60 years of combined investment management experience.

We believe in exceptional customer service and a team approach in taking care of our clients. Our client relationships are designed to include several professionals knowledgeable about your investment accounts and available to serve you and your individual needs. Our wealth management team will be involved in all aspects of your relationship.

We offer you a complete solution to implement all of your investment needs. The path toward financial success can be difficult to navigate alone; however, with our affiliation and access to The McGill & Hill Group resources, we can guide today’s dental professional every step of the way.

Warren Poe's Experience

Vice President & Wealth Manager

McGill Advisors, Inc.

Privately Held; 11-50 employees; Financial Services industry

April 2010Present (4 years 6 months)

Project Manager

Synergy Investment Group

Privately Held; 11-50 employees; Investment Management industry

May 2008April 2010 (2 years)

Sales and Marketing Assistant

Synergy Investment Group

Privately Held; 11-50 employees; Investment Management industry

June 2004May 2008 (4 years)

Warren Poe's Certifications

  • Certified Financial Planner ™

    • May 2007

Warren Poe's Education

Wake Forest University

BA, Communication

20002004

Wake Forest University School of Business- Summer Management Program

Warren Poe's Additional Information

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