Broker Check

Eric Poole joins the team as a Wealth Vision Para-Planner

July 15, 2014


Welcome Eric! 

Eric joined the team of Rob Davenport, Ken O' Neil, Angela Zachman, and Annmarie Young last November.  Not only does he assist Annmarie with the client services support, he has become an expert in the LPL web-based platform, WealthVision.  Eric introduces WealthVision to the team's clients and helps them to understand the benefits of an integrated, web-based wealth planning tool that allows them to have a single access point to securely view all of their financial documents and plans. His knowledge of this financial planning tool has become a tremendous asset to the team.

Eric has a Bachelor of Science in Business Administration from the University of Louisville, an Executive Certificate in Financial Planning from Bellarmine University and is currently working towards a Masters in Business Administration.  He is a University of Louisville sports fan and is the proud parent of a one year old Siberian Husky named Meeko.