Elisabeth has over two decades of industry experience and has been serving the financial needs of clients since 2004. Shortly after graduating from James Madison University, Elisabeth started her career working at Raymond James Financial Services. While serving there, she climbed the career ladder working in multiple different positions which prepared her to pursue her goal to become an independent financial advisor.
She is committed to helping her clients plan for a successful future. She works closely with them to develop one-of-kind investment strategies and financial plans that help pursue their individual needs, wants and wishes. She strives to operate with a spirit of excellence and aims to exceed client expectations. She has a heart for people and desires to see them achieve their personal and financial goals.
Get to know Elisabeth Poore
What do you love most about being a financial advisor?
I realize there is a unique calling on my life and that calling carries over into my career. God has uniquely positioned me to help clients build and design financial plans that will allow them to steward their resources in a way where their money has purpose and potential. With people being our most important asset, my team and I constantly strive to improve and enhance our client deliverables, and are joyful in providing quality client service. I particularly love the fact that I don’t just invest money, but as an advisor, I get the privilege to make personal investments into the lives of my clients and their families.
I am pleased to offer value and faith-based investment strategies in addition to our traditional investment platforms. I am a member of Kingdom Advisors and earned my Certified Kingdom Advisor® designation in 2017. This organization serves as a resource to me when working with clients who may have an interest in implementing their faith and values into their portfolios. This style of investing helps give investors an opportunity to invest in shining light companies that work to make our homes, families and world a better place.
Family, Fun & Community
My husband, Timmy, and I live in Amelia, Virginia where we were both born and raised. We love spending each day with our sweet River, a champagne lab. My husband owns a full-service tree removal business and when we aren’t working, we enjoy camping, fishing and long weekends at the lake. I also love playing softball and volleyball. I am honored to partner with local churches to expand their stewardship programs by sharing my “Living Generously” program.
Education
2004 Graduate of James Madison University with Bachelor of Business Administration degree with a concentration in marketing.
Awards & Licenses
Series 7, 63, 66 Licenses and Life, Health, and Annuity Licenses2
Raymond James is not affiliated with the above organizations and/or charitable causes.