Richard Poore

Richard has a passion for making the complicated easy to understand. In fact, it’s the reason he joined the wealth management world – to communicate with clients in a way that helps them grasp complex strategies and issues.

As a wealth advisor, Richard approaches his clients’ financial futures with the same comprehensive mindset he uses when managing his own  family’s financial plan. By considering every aspect and incorporating how saving for retirement, investments, education and estate planning, philanthropic giving and tax strategies can work together to keep his clients on the right track. This helps reduce their worry about what the future holds and about the ups and downs of the stock market, allowing them to focus on achieving their goals.

Richards day-to-day responsibilities include conducting retirement income plans, portfolio reviews and comprehensive financial planning with issues ranging from retirement, college, insurance and basic estate planning.

Richard graduated from Elon University and earned a BBA in finance from the University of Kentucky. 30+ years experience in the industry previous role includes Vice President/The Fidelity Private Client Group overseeing Fidelity's most valued clients representing $1.2 Billion of Assets. Continued attainment of the Achiever Award for an unprecedented 20 consecutive 6 month periods over a 10 year span. 2010 Presidents Circle, 5th of previous decade. A lifelong learner, he is also licensed in Series 6, 63, 66, 7, 8 and 24, as Life Insurance and Annuity.

Outside of work, Richard enjoys spending time with his family, traveling, golfing and cheering on his two children’s sports from the sidelines.