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 team at Poole Financial Services, Inc. Together, they create a collaborative, client-focused approach to financial planning, ensuring each family they work with receives personalized attention and guidance.
Larry takes the time to understand each client’s unique financial situation and goals, then designs and helps implement a financial plan tailored to their needs. He attended Wingate University in Wingate, NC, for business management and holds FINRA Series 6, 63, and 65 securities registrations.
In 2024, Larry was recognized as an NTSA Elite Advisor, an award celebrating his exceptional lifetime achievements in the 403b/457 and Retirement Planning marketplace. The NTSA Elite Advisor Awards honor individuals who advance best practices in the retirement industry, helping American workers build successful retirement plans. Additionally, Larry was inducted into the prestigious Lincoln Investment Hall of Fame in 2019, an accolade given to financial professionals who consistently achieve the highest level of sales success and are dedicated to helping people retire well.
Awards are not indicative of future performance. Working with an award winner is no guarantee of future financial success. Individuals should conduct their own evaluation.