Broker Check
Nick Poe

Nick Poe

Wealth Advisor

Nick brings a wealth of experience to his role at Jennings and Associates, including prior roles of Personal Financial Advisor and Portfolio Manager for trusts, endowments, and pensions. Nick serves some of the areas most successful business owners and high net worth families throughout many states.

Nick is driven to dig deep into the issues that are most relevant to his clients and understands that the world we live in today does not look like the world our parents and grandparents grew up in. Nick also has very strong analytical skills and likes to provide that expertise to the area of investments. He enjoys working with small business owners and clients with typically $1,000,000+ in investable assets to help them establish both personal and professional goals and objectives. Nick credits the adoption of J&A’s GPS method for changing his life by setting bigger Goals and executing the Plan and Strategy to achieve them.

On a personal note Nick is a huge car fanatic and has owned a few Chevy Camaros over the years. He also enjoys learning about and collecting rare bottles of Kentucky bourbon. His daughter Avery is his pride and joy and he loves taking her and his wife Amy on family vacations to Disney.