Jerry has been in the financial services industry for over 50 years. He has considerable experience in leading extended pre-retirement workshops and giving senior financial planning seminars. Jerry holds licenses covering a variety of insurance products and has a comprehensive background in tax and estate planning. Today Jerry predominately serves senior clients.
Jerry received a BA from Colby College and an MDiv from Andover Newton Theological Seminary. He is an ordained minister who is active in both his church and community. He and his wife, Susan, are the proud parents of six children and the grandparents of ten. He enjoys staying fit, cold water swimming, sailing in Maine, making music, painting with watercolors and especially, “spending time with the kids”.
More than 35 years ago, Jerry was part of a team that conducted 10 day-long seminar programs for DuPont and Hercules executives who were looking toward retirement. To this day, he is guided by a basic truth established during those seminars – retirement planning is more than a matter of money. Developing the best financial and estate plans are tantamount. However, doing so in regards to how people want to spend the rest of their life(s) and how they want to ultimately distribute their estate(s) is equally as important.
Poole Locke Associates LLC, owned by Jerry Poole and his partner James Locke, is heavily involved with seniors by providing educational seminars and assisting in a myriad of financial planning needs. From tax planning to estate planning, investment planning and more, Poole Locke Associates LLC designs and assists in the implementation of ideas that will help our clients now and in the future.
Jerry is an insurance agent and co-founder of Poole Locke Associates, LLC, a firm that provides trusted financial counsel, as well as innovative investment and insurance solutions to individuals and businesses. He will help provide a clear, understandable analysis of your financial profile, help you set realistic goals and assist you in determining the most effective methods of achieving your financial goals. Poole Locke Associates also designs and implements ideas that help its clients in the areas of asset creation and preservation, business succession plans, employer/employee benefit plans and much more. Planning is tailored to each situation and ranges from basic solutions to the most sophisticated strategies available.
Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Poole Locke Associates LLC and Sound Income Strategies, LLC are not associated entities.
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