Buckingham Stories: Kristin Poole, Portfolio Advisor

While teaching high school, Kristin learned two important lessons about herself: She loved teaching, but she did not want to spend the rest of her career in a classroom. She shared this with two lifelong teachers, her parents, and they responded with valuable advice: You don’t have to be a teacher to find ways to teach.

Drawing from this advice, Kristin has set her goals on helping provide her clients with an experience that is driven both by education and service. Yet, after four years as an advisor, Kristin had growing concerns about working in an environment that is often dominated by transactions and merely selling products.

She then discovered that Registered Investment Advisor firms such as Buckingham have a fiduciary responsibility to put their clients’ interests before their own. She now can provide her clients with a more focused level of service, as well as educate them about how their goals are indeed within reach.

Read More About Kristin Poole

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Buckingham Strategic Wealth

Buckingham Strategic Wealth was founded in 1994 to provide a disciplined, academically based investment experience tailored to address each client’s distinct willingness, ability and need to accept market risk. Offering an advisor relationship built on personal trust and company-wide integrity, we serve as a Registered Investment Advisor offering fee-based investment management to individuals, businesses, trusts, partnerships, not-for-profit organizations and retirement plans.

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