Bringing Confidence to your Investment Planning

Philip Poole
Financial Advisor

I assist my clients by developing strategies and solutions to manage their finances, protect their wealth, and realize their lifetime goals. As a financial advisor, l am an active member of my community, and I am dedicated to helping individuals and businesses build their financial futures. Maintaining a strong sense of community and a solid professional foundation are of the utmost importance to me.

I currently hold the FINRA Series 7 license for general securities, the Series 6 license for investment company products/variable contracts, the Series 63 license (Uniform Securities Agent State law), and the Uniform Investment Adviser Law (series 65) licenses. I also am licensed with the State of Florida's 2-15 license for Health & Life including Annuity.

I welcome the opportunity to meet with you to discuss your personal situation and ways in which I can form a business relationship built on trust.

Philip is married to Nicole and has two children, Mariah and Jaxson.  The Poole’s enjoy boating, fishing, football, baseball, travel, golf, and family time.

Lynnel Fletcher
Sr Registered Client Associate

Lynnel Fletcher is a Senior Registered Client Associate with almost 15 years of experience working alongside Financial Advisors in every stage of their careers. Lynnel is a South Florida native; however, she has experience working in New York City for several years. Specializing in client relationship building and administrative technology, Lynnel supports her colleagues by providing first-class service with all financial admin needs. She is known for being reliable and having a passion for helping others.