19 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

• My husband, Timmy and I live in Amelia, VA where we were both born and We love spending each day with our sweet Cabela Grace, our yellow 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”

Education

2004 Graduate of James Madison University with Bachelors in Business Administration with a concentration in Marketing

Awards & Licenses

• Series 7, 63, 66 Licenses2
• Virginia Health, Life, Annuities & Variable License