J. Bryan Poole, CFP
Senior Financial Advisor
Managing Director - Investments
With over 20 years of experience in financial services, I am dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. My extensive experience - throughout major shifts in the markets - enables me to help my clients structure balanced portfolios to address their specific financial goals.
I began my financial services career at Southtrust Securities in 2000. I have served the Birmingham area investors since then and look forward to helping them meet their financial goals for many years to come. Our mission is to provide comprehensive financial advice and portfolio analysis services, individually designed for each client, and delivered with the highest level of personal service and professional integrity. I hold a bachelor’s degree in business administration from Mississippi State University. With an emphasis on continuing education, I have also earned the CERTIFIED FINANCIAL PLANNERTM, or CFP®, practitioner designation from the Certified Financial Planner Board of Standards, Inc. (CFP Board). For this designation, I had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements.
Away from the office I enjoy golfing and traveling with my wife Katie and our two sons Jack and Frank. We currently have 1 dog and 3 cats.
Samuel H. Thompson
Senior Financial Advisor
As a Financial Advisor with the Birmingham office of Wells Fargo Advisors, I take pride in working for a firm that puts you first. I am dedicated to helping my clients meet their financial needs and plan for a financial future in a way that helps position them towards achieving their respective goals. Whether you are planning your retirement, saving for your children's or grandchildren's education, or looking to preserve your wealth, I can help.
Before entering the financial services industry, I graduated from The University of Alabama with the degree of Bachelor of Science in Commerce and Business Administration, majoring in Finance with a concentration in Corporate Finance and Investment Management.
Not long after graduation, I began my financial services career as a Financial Advisor with Merrill Lynch in 2011. In 2013, I joined Wells Fargo Bank, N.A. as a Private Banker, where I worked for approximately two years gaining invaluable experience on the opposite side of the balance sheet before returning to my role as a Financial Advisor in 2015. Now, in my ninth year with the firm, I have over eleven years of collective industry experience serving Birmingham-area investors and beyond and look forward to helping them meet their financial goals for many years to come as I also look forward to extending my services to you and your family.
Away from the office I also enjoy golfing, travelling, and spending time with my wife Natalie, and daughters Olivia and Emma.
Aubrey H. Meadows
Marketing Client Associate
As a Marketing Client Associate at Wells Fargo Advisors, I help the team build deep, meaningful relationships with our clients. I do this by having communication with all clients throughout the year, scheduling reviews, and being available for our clients at all times. I assist Bryan in maintaining all existing relationships he has built throughout his years in business. These include not only clients, but also connections, strategic relationships, referrals and prospects. I plan birthday lunches, social events, and client educational seminars. Because communication is key for a great relationship, I prepare reports and letters to send out throughout the year to specific clients and target groups.
Before entering the financial services industry, I graduated from Gainesville State College with a bachelor’s degree. After college I moved to Birmingham, Alabama where I worked as a client associate at a financial firm prior to joining Bryan’s team at Wells Fargo Advisors in 2018.
Outside of the office I enjoy spending time with my husband Jimmy and our daughter Hadley, who was born in November of 2020.