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.
Speaking at These Upcoming Seminars

Featured Articles by K. Warren Poe, Jr.

Seminars

Learning Opportunities

Check out upcoming dates at exciting destinations like Disney World and Aruba! Also earn CE credits with bonus social and networking events.

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