18 Years of Industry Experience
Serving the Financial Needs of Clients since 2004.
Shortly after graduating from James Madison University, Elisabeth started her career working at a small boutique wealth management firm 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 meet their individual needs, wants and wishes. She operates with a spirit of excellence and consistently exceeds 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 deliverable and are joyful in providing exceptional 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 tremendous 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 gives investors an opportunity to invest in shining light companies that work to make our homes, families and world a better place.
Family, Fun & Community
2004 Graduate of James Madison University with Bachelors in Business Administration with a concentration in Marketing
Awards & Licenses
Raymond James is not affiliated with the above organizations and/or charitable causes.
1 The RJFS Outstanding Branch Professional Award is designed to recognize support professionals in RJFS branches who contribute to the success of their advisors and teams. Each year, three winners are selected and recognized during this year’s National Conference for Professional Development. To be considered for this award, Branch Professionals must have been affiliated with Raymond James for at least one year and could not have won the award in the past.
2 Series 7 General Securities License, Series 63 Uniform Securities Agent License, Series 66 Uniform Combined State Law Examination