K. Warren Poe CFP

Mr. Poe is a Vice President and partner at McGill Advisors, a Registered Investment Advisory firm specializing in working with Dentists and Orthodontists. Warren graduated from Wake Forest University with a degree in Communications, a minor in International Studies completing 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 certificate in 2007 and is a member of the Financial Planning Association.