Brian Poe, CFP®, ChFC®, AEP®
As a wealth counselor, Brian works closely with Versant’s wealth management team in the core areas of client financial planning and investment portfolio development and management. This includes detailed client fact-finding, data analysis, projections, and tracking clients’ analytics to ensure that comprehensive planning has been accomplished.
Brian has been the financial industry since 2003 and brings deep experience to Versant’s wealth management team since joining the firm in 2019. Prior to Versant, Brian was with JP Morgan Private Bank and Merrill Lynch, where he worked with high net worth clients in addressing a wide range of financial planning needs including retirement planning, and asset allocation.
Brian earned his Bachelor of Arts degree in business administration from the University of Washington. He holds NASD Series 7 and 66 licenses and is a CERTIFIED FINANCIAL PLANNER® and a Chartered Financial Consultant®.
Volunteerism is an important value of Brian’s. He fundraises and volunteers with St. Jude’s Children’s Research Hospital and with the Pancreatic Cancer Action Network. When he’s not helping people with their financial goals, he can often be found on the golf course working on his game.