Elisabeth M. Poore, Financial Advisor & Registered Representative
Raymond James Financial Services
*19 Years of Industry Experience*
Invest with Purpose
Invest with Intention
Life Well Planned
Fiduciary Standard of Care
Fee Based Advisor
*Amelia County's Local Financial Advisor*
Elisabeth is a seasoned Investment Advisor who is committed to helping clients plan for a successful future. She works closely with them to develop investment strategies and financial plans that work toward meeting their needs, wants and wishes. She operates with a spirit of excellence and consistently exceeds client expectations. She has a heart for people and desires to see them achieve their personal and financial goals.
Areas of Concentration
Asset Allocation, Cash Management and Budgeting, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning, General Financial Planning, Investment Management, Investment Planning, Legacy Planning, Life Planning, Planning for Owners of Closely-Held Businesses, Retirement Planning, Small Business Planning, Social Security Planning, Tax Planning, Trust and Estate Administration, Wealth Management, Wealth Transfer, Sudden Wealth, Wills and Trusts, Women's Finances, Young Professionals, Churches, Values (ESG) & Faith Based Investing & Church Endowments.
Series 7, 63, 66 2
Life, Health, & Annuities Licenses
2017 Raymond James Financial Services Branch Professional of the Year 1.
1 The RJFS Outstanding Branch Professional Award is designed to recognize support professionals in RJFS branches who contribute to the success of their advisors and teams. Each year, three winners are selected and recognized during this year’s National Conference for Professional Development. To be considered for this award, Branch Professionals must have been affiliated with Raymond James for at least one year and could not have won the award in the past.
2 Series 7 General Securities License, Series 63 Uniform Securities Agent License, Series 66 Uniform Combined State Law Examination