Sally Poole, ChFC
Phone: 770-353-6370 SALLY L. POOLE, ChFC, CFS, CFEd™ Sally has been providing her clients sound financial advice and solid financial, retirement and estate planning for over a decade. She is a Chartered Financial Consultant, Certified Fund Specialist, Certified Financial Educator, Registered Representative (Securities America, Inc.), and Financial Planner (Securities America Advisors, Inc.) Through consistent effort and a reputation for integrity, she has built a solid base of long-term client relationships.
Sally, in discussing her work philosophy in dealing with clients, speaks with sincerity: “I will try to help as many investor clients as possible with their financial, retirement, and other personal needs and create long-term relationships with them. I will communicate a sincere, caring attitude toward every client and will always place my client’s financial well-being above my own.” Her area of specialization is in retirement and estate planning for individuals and small business owners aged 55 and older.
She also has implemented a dream division of her business, the Retirement Resource Center. It is a non-profit, free, educational service for pre-retired and retired individuals and families in the community. The goal is to educate 5000 families and individuals in the Atlanta area over the next 10 years. The Retirement Resource Center is to become an advocate and educational source in the community.
Graduating from the University of Central Arkansas, Sally earned a bachelor’s degree in marketing in 1980. Her professional affiliations include membership in the International Association of Financial Planners and the National Register’s Who’s Who in Executives & Professionals. She is also Past President of the Edenwilde Women’s Club, Past President of the Edenwilde Homeowners Assoc., and Past President of the Roswell Lion’s Club.
She is a strong supporter of the Alzheimer’s Association and walks in their annual October event. Sally lost her mother, Willodean, 3 years ago to this awful disease.
In her leisure hours, Sally enjoys photography, flower gardening, gourmet cooking, Book Club, Bunko, and “cycling” on their new Big Dog Wolf Motorcycle with her husband, Pete. She also enjoys her “kids” Maggie the Golden Retriever and Harley the Boxer.
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200 Ashford Center North Phone: 770-353-6400 |