Benjamin Jackson Poe
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Benjamin Jackson Poe Email & Phone Number

Financial Advisor & Manager of Advisor Development | McAdam Financial | Helping individuals strategically grow and protect their wealth. at McAdam Financial
Location: Dallas, Texas, United States 7 work roles 2 schools
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Current company
McAdam Financial
Role
Financial Advisor & Manager of Advisor Development | McAdam Financial | Helping individuals strategically grow and protect their wealth.
Location
Dallas, Texas, United States
Company size
309 employees

Who is Benjamin Jackson Poe? Overview

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Quick answer

Benjamin Jackson Poe is listed as Financial Advisor & Manager of Advisor Development | McAdam Financial | Helping individuals strategically grow and protect their wealth. at McAdam Financial, a company with 309 employees, based in Dallas, Texas, United States. AeroLeads shows a matched LinkedIn profile for Benjamin Jackson Poe.

Benjamin Jackson Poe previously worked as Manager of Advisor Development at Mcadam Financial and Financial Advisor at Mcadam Financial. Benjamin Jackson Poe holds Bachelor'S Degree, Accounting from Miami University.

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Email format at McAdam Financial

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McAdam Financial

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Profile bio

About Benjamin Jackson Poe

As an Investment Advisor Representative (IAR) with McAdam Financial, I work on streamlining the finances of high net worth individuals. Beginning with holistic planning, and supported by a wide variety of investment strategies and services, I work to grow and protect the wealth of my clients every step of the way. I specialize in assisting clients with the following key areas of financial planning: ✓ Examining Present Situation - Net Worth & Cash Flow✓ Employer Benefits Analysis - NQSO, ISO, RSUs, Deferred Compensation, Pensions, 401k, etc.✓ Retirement Planning - Wealth Accumulation and Efficient Spend Down Strategies✓ College Education Planning✓ Advanced Tax Strategies and Business Owner Services✓ Estate Legacy Planning✓ Insurance Needs Analysis✓ Repositioning Old Accounts, Rollovers, RebalancingTo contact, please reach out at (312) 509-4499 or ben.poe@mcadamfa.com

Current workplace

Benjamin Jackson Poe's current company

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McAdam Financial
Mcadam Financial
Financial Advisor & Manager of Advisor Development | McAdam Financial | Helping individuals strategically grow and protect their wealth.
philadelphia, pennsylvania, united states
Website
mcadamfa.com
Employees
309
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7 roles · 12 years

Benjamin Jackson Poe work experience

A career timeline built from the work history available for this profile.

Manager Of Advisor Development

Current
Mcadam Financial

Chicago, Illinois, United States

Nov 2024 - Present

Financial Advisor

Current
Mcadam Financial

Chicago, Illinois, United States

Aug 2021 - Present

Business Development Specialist

Mcadam Financial

Chicago, Illinois, United States

Jun 2024 - Nov 2024

Intern

Cleveland Vicon

Cleveland/Akron, Ohio Area

  • Located and resolved issues within accounting software, inventory management, and computer installation/management to keep technology up to date and functional
  • Worked closely with salespersons and other members of accounting staff to quickly find and resolve billing issues on several multi-million-dollar projects.
  • Designed and implemented new company website redesign, with little prior experience
2014 - 2017 ~3 yrs

Assistant To The Shop Manager

Electrolock, Inc.

Hiram, Ohio

Duties included: shipping and receiving, machine operation, inventory management, and basic accounting.Worked closely with the shop manager to accomplish his agenda to set and reach shop production and productivity goals.

Jun 2014 - Aug 2014
Team & coworkers

Colleagues at McAdam Financial

Other employees you can reach at mcadamfa.com. View company contacts for 309 employees →

DP Drew Paunil, Cfp® Drew Paunil, Cfp® Colleague at Mcadam FinancialPhiladelphia, Pennsylvania, United States, United States View → OP Oshaka Pinto Oshaka Pinto Colleague at Mcadam FinancialGreater Philadelphia, United States View → BC Brianna Chiappetta Brianna Chiappetta Colleague at Mcadam FinancialPhiladelphia, Pennsylvania, United States, United States View → CL Clarissa Louise Icamina Clarissa Louise Icamina Colleague at Mcadam FinancialTaguig, National Capital Region, Philippines, Philippines View → JM John Macaulay, Cfp® John Macaulay, Cfp® Colleague at Mcadam FinancialPhiladelphia, Pennsylvania, United States, United States View → PM Parker Moody, Cfp® Parker Moody, Cfp® Colleague at Mcadam FinancialBoston, Massachusetts, United States, United States View → JA Jenna Ayoub Jenna Ayoub Colleague at Mcadam FinancialWashington DC-Baltimore Area, United States View → TR Thomas Redman Thomas Redman Colleague at Mcadam FinancialPhiladelphia, Pennsylvania, United States, United States View → VP Victoria Pazzalia, Crpc® Victoria Pazzalia, Crpc® Colleague at Mcadam FinancialWoodbridge, Virginia, United States, United States View → IH Isaac Holland Isaac Holland Colleague at Mcadam FinancialPhiladelphia, Pennsylvania, United States, United States View →
2 education records

Benjamin Jackson Poe education

Bachelor'S Degree, Accounting

Miami University

Activities and Societies: Miami University Water Ski Team, Soul2Soul A Capella, Beta Theta Pi

Honors Diploma, General Studies

Kenston High School
FAQ

Frequently asked questions about Benjamin Jackson Poe

Quick answers generated from the profile data available on this page.

What company does Benjamin Jackson Poe work for?

Benjamin Jackson Poe works for McAdam Financial.

What is Benjamin Jackson Poe's role at McAdam Financial?

Benjamin Jackson Poe is listed as Financial Advisor & Manager of Advisor Development | McAdam Financial | Helping individuals strategically grow and protect their wealth. at McAdam Financial.

Where is Benjamin Jackson Poe based?

Benjamin Jackson Poe is based in Dallas, Texas, United States while working with McAdam Financial.

What companies has Benjamin Jackson Poe worked for?

Benjamin Jackson Poe has worked for Mcadam Financial, Dauby O'Connor & Zaleski, The Walt Disney Company, Cleveland Vicon, and Electrolock, Inc..

Who are Benjamin Jackson Poe's colleagues at McAdam Financial?

Benjamin Jackson Poe's colleagues at McAdam Financial include Drew Paunil, Cfp®, Oshaka Pinto, Brianna Chiappetta, Clarissa Louise Icamina, and John Macaulay, Cfp®.

How can I contact Benjamin Jackson Poe?

You can use AeroLeads to view verified contact signals for Benjamin Jackson Poe at McAdam Financial, including work email, phone, and LinkedIn data when available.

What schools did Benjamin Jackson Poe attend?

Benjamin Jackson Poe holds Bachelor'S Degree, Accounting from Miami University.

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