Director of Wealth Advisory Services
As Director of Wealth Advisory Services at Buckingham, Kristin Poole oversees the firm’s wealth advisory teams, helping to build high performing teams and pool best practices firm wide in order to consistently deliver personalized service that exceeds the expectations of the firm’s clients.
She began her career as a high school literature teacher in Cuernavaca, Mexico. Her time in the classroom taught Kristin two important lessons about herself: she loved teaching but did not want to spend the rest of her career in a classroom. She shared this with two lifelong teachers, her parents, who 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 learning more about different advisory models. 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 joined the firm as a portfolio advisor in 2011 so she could provide her clients with a more focused level of service, as well as educate them about how their goals are indeed within reach.
Kristin holds a bachelor’s degree in Spanish and English from University of Missouri-Columbia and an MBA in International Business from Saint Louis University. She has taken the opportunity for additional study throughout her life in China, Mexico and Costa Rica
She has been involved in the Saint Louis University Alumni Association, serving as current president of the International Institute and as a former board member for the business school. Other community involvement has included speaker and volunteer of Habit for Humanity and mentor for SLU Business School. Kristin is a board member for Healing Hearts bank, a local micro-lending program, and a volunteer for the Kids Community Closet. Both are National Council of Jewish Women programs, of which she is a member.