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Brian Terrence Poe

TFO Family Office Partners

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About Brian Terrence Poe

Brian Terrence Poe is a financial advisor with TFO Family Office Partners. Brian has over 20 years of experience in the financial services industry. Brian is a Certified Financial Planner™ and a Chartered Financial Consultant. Brian is registered in Arizona and Texas. Prior to joining TFO Family Office Partners, Brian was with JPMorgan Securities LLC.

Firm Information

Brian Poe is currently registered with TFO Family Office Partners. TFO Family Office Partners is a Phoenix, AZ-based registered investment advisor with over $3.8 billion in regulatory assets under management. They provide a range of services to high-net-worth individuals, charitable organizations, and other clients, including financial planning, pension consulting, portfolio management, selection of other advisors, and educational seminars. They also offer family office services and financial consulting.
TFO Family Office Partners

5060 NORTH 40TH STREET

PHOENIX, AZ 85018

$3.82B

Assets Under Management

7

Total Clients

25

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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family office services & financial consulting services

Family office services & financial consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of net worth

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Brian Poe’s Registration & Firm History

AZ

04/05/2022 - Present

TFO Family Office Partners (PHOENIX AZ)

AZ

11/15/2017 - 01/03/2019

J.P. MORGAN SECURITIES LLC (SCOTTSDALE AZ)

AZ

10/23/2009 - 12/21/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SCOTTSDALE AZ)

WA

12/11/2003 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (BELLEVUE WA)

MN

11/20/2002 - 08/29/2003

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

11/20/2002 - 08/29/2003

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 12/03/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/19/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Terrence Poe.
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