For more than 14 years, Mr. Poore has assisted his clients by developing financial strategies to help them achieve their life goals. He has experience working with high net worth individuals, endowments and foundations, institutions, as well as retirement plans. In 2012, Scott joined Wunderlich Securities from Morgan Keegan & Co., Inc. where he served as Director for Institutional and High Net Worth services. He earned a Bachelor’s Degree in Political Science and History from the University of Tennessee in 1995 and earned an M.B.A. in Finance from Christian Brothers University in 1998.
Mr. Poore has earned the Accredited Investment Fiduciary® (or AIF®) professional designation awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh. Mr. Poore has also earned the ACCREDITED WEALTH MANAGEMENT ADVISOR(or AWMA®) and the ACCREDITED PORTFOLIO MANAGEMENT ADVISOR(or APMA®) professional designations awarded by the College for Financial Planning. He has also received an Executive Certificate in Financial Planning from Christian Brothers University. Along with his professional achievements, Mr. Poore is an active member in his community and volunteers as a Sunday School Teacher for the Second Presbyterian Church in Memphis, Tennessee.