Nick Poe joined PWA in August 2024, bringing with him over 18 years of extensive knowledge in financial services. Prior to joining PWA, Nick held roles as a Personal Financial Advisor and Portfolio Manager for trusts, endowments, and pensions, catering to some of the most successful business owners and high net worth families across multiple states. Nick's approach is characterized by a commitment to deeply understanding his clients' needs in the context of our rapidly evolving world.
Nick is a graduate of the University of Kentucky with a Bachelor of Business Administration degree, graduating Cum Laude, and holds a Master of Business Administration from Murray State University. He currently holds his FINRA Series 7, 63, 65 through LPL Financial, along with his Life and Health Insurance licenses.
Residing in Graves County, KY, Nick enjoys going to Disney World with his wife Amy and their daughter. His interests include spending time at the lake with friends and family, taking the top off a car and riding backroads, traveling, and volunteering at various non-profits and schools. Nick also enjoys biking, and has completed two Half Ironman distance triathlons.
Favorite quote: “All our dreams can come true, if we have the courage to pursue them.” – Walt Disney