Our Team
K. Warren Poe, Jr.
CFP®
Partner and Wealth Advisor at McGill Advisors, a Division of Brightworth
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.
Outside of the office, Warren enjoys golf, skiing, saltwater fishing and spending time with family and friends.
Presenting at These Upcoming Seminars
Featured Articles by K. Warren Poe, Jr.
Investments | General/Other
Why Is Your Investment Advisor Not Reporting Your Performance? (Online-Only Article)
Read ArticleRetirement Plans | 401(k), Cash Balance, Defined Benefit
How To Properly Invest Defined Benefit Funds To Limit Risk While Maximizing Tax Benefits (Online-Only Article)
Read ArticleInvestments | General/Other
IRS Issues New Cost-Basis Regulations (Online-Only Article)
Read ArticleInvestments | Annuities
Variable Annuities: Are They As Good As They Sound? (Online-Only Article)
Read ArticleNEWS/ALERTS
Coronavirus Resource Center for Dentists and Specialists
Articles, updates, and resources to help you successfully navigate the impact of COVID-19 on your dental or specialty practice and personal finances.
Go To COVID-19 ResourcesFree Resources
Get Connected to Expert Advice
Increase your practice profits and personal wealth with free news & strategies–handpicked by McGill & Hill Group's leading experts.
Sign UpCard Security Code
The card verification value is an important security feature for credit card transactions on the internet.
MasterCard, Visa and Discover credit cards have a 3 digit code printed on the back of the card while American Express cards have a 4 digit code printed on the front side of the card above the card number.
Visa, MasterCard & Discover
American Express
