Warren Poe, CFP®, has over two decades of experience in the financial services industry, currently serving as a Partner and Wealth Advisor at Corient since April 2010. Prior to this role, Warren Poe held positions at Synergy Investment Group from June 2004 to April 2010, including Project Manager and Sales and Marketing Assistant. Warren Poe earned a Bachelor of Arts in Communication from Wake Forest University, where studies took place from 2000 to 2004.
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