Team

Our Vision

At Poole Financial Services, Inc., our vision is simple: to help people feel confident and supported as they plan for their financial future. As a family-run firm, we believe in building strong, lasting relationships with each client — taking the time to understand your goals, your values, and the life you want to create.

With over three decades of experience, Larry and Judy Poole — along with their daughter, Rachel Bradsher — bring a personalized, multigenerational approach to financial planning. We’re not just here to offer investment advice; we’re here to be a trusted partner in your journey.

We are especially proud to serve educators and staff across North Carolina’s public schools. Through our affiliation with Robinson & Associates, a network of independent financial professionals focused on retirement planning for school employees, we offer specialized guidance on 403(b), 457(b), and other retirement plans designed for those who serve in education through Lincoln Investment.

Our services are offered through Lincoln Investment, a nationally recognized broker-dealer and registered investment adviser, member FINRA/SIPC. This relationship allows us to provide our clients with the resources of a larger platform while maintaining the personal care of a local, family-based practice.

Whether you’re planning for retirement, navigating life transitions, or simply looking for someone to walk alongside you financially, we’re here — with a clear plan and a team you can count on. Our mission is to empower you to build a lasting legacy, one that reflects your values and brings comfort to you and your loved ones for generations to come.

A team approach adds perspective to all we do and provides increased benefits to our clients.

Meet the Team

Larry T. Poole, CRES

Financial Advisor

704 774 1452

704 986 2578

lpoole@lincolninvestment.com

Larry Poole has been working in the Financial Services field since 1986, bringing over 37 years of experience to his clients. He works closely with his wife, Judy Poole, and their daughter, Rachel Bradsher, as part of a dedicated family...

Judy Poole, AIF®

Financial Advisor

(704) 578-2614

7049862578

jpoole@lincolninvestment.com

Judy Poole has been involved in the financial services world since 1986, working alongside her husband, Larry Poole. With more than 37 years of experience, Judy brings a specialized blend of knowledge and compassion to her work....

Rachel Bradsher

Client Relations Manager

7047741452

7049862578

rbradsher@lincolninvestment.com

Rachel Bradsher joined Poole Financial Services, Inc. in 2020, bringing a strong sense of family and dedication to the practice. Working alongside her parents, Larry and Judy Poole, Rachel is an integral part of the team, helping to...