Jeff Poole, CFP, MBA, Financial Consultant

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07/04/2026

Happy Independence Day! This Fourth of July, I'm proud to support the goals and ambitions that help make our independence possible — through guidance that’s personalized, thoughtful and built around what matters most.

03/31/2026

I have just been awarded the Equitable Advisors Hall of Fame award! This is one of the longest standing awards (60+ years) that shows the dedication an advisor has to their clients as well as their company. "Never in all the proud years of Equitable Advisors future, will these names be lost from memory" is the motto.