Providing that trust for local clients on their investment decisions is Mike Poe, financial advisor at Wells Fargo Advisors in Anniston.
Poe began working for A.G. Edwards in 2000 before it was purchased by Wachovia in 2007. Wachovia was bought by Wells Fargo a year later. Although the company has gone through several acquisitions and name changes since Poe started, the service for his clients remains the same.
Poe said he “prefers to take a holistic approach to investment planning” and works with clients in many ways on their long-term investment goals, including retirement income planning, funding college, estate planning and other objectives important to the client.
“I try to explain investment concepts in a manner that clients can easily understand,” he said. “I get a lot of satisfaction when I sense that a client has a ‘light bulb moment.’ I put the client’s interests first and I treat others the way I would expect to be treated.”
With so many investment and brokerage firms in the county, Poe said the key to his successful relationship with his clients is communication.
“I try to serve as an unemotional third party that can help guide clients through prosperous times and the stressful times,” he said. “I make an extra effort to make sure clients understand what they’re investing in so they’re not surprised down the road.”
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Mike Poe, Financial advisor with Wells Fargo Advisors, Anniston