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Richard Poore | Senior Partner

Partners & Associates

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Richard Poore | Senior Partner

Richard Poore specializes in retirement planning, income management, and investment management. Mr. Poore brings more than 20 years of industry experience working with high net worth families to Ashworth and Sullivan Wealth Management Group. His proactive and hands-on approach to relationship management has given him a sharp focus on his client’s goals and vision for financial success through the development of highly-customized and integrated wealth management strategies. He strongly believes in educating a client, not just advising, allowing clients to have a clear expectation of their investment strategy and performance.

Prior to joining Ashworth and Sullivan, Richard served as Vice President and Senior Account Executive with Fidelity Investments for the Buckhead team where he managed more than 550 client relationships with a combined net worth in excess of $1.2 billion. While at Fidelity he received the elite President’s Circle Award on 5 occasions, most recently in 2011 for recognizing his outstanding client relationships. He was appointed to be part of the Fidelity 2011 Advisor Council for outstanding commitment to his clients and respect among peers. Additionally, he spent 5 years of his early career in management of a Mutual Fund Service and Trading team coaching his team to provide world class service.

Richard currently holds the principal supervisory licenses 24 and 8, in addition to general industry and state licenses 7, 66, 63 and 6 and insurance. He received a Bachelor of Business Administration degree in Finance from the University of Kentucky. He and his wife Rachel, son Mitchell and daughter Audrey reside in Roswell. They are members of Roswell United Methodist Church. He enjoys golf as well as spending time with his family and friends.

Check Richard’s background on FINRA’s Broker Check