Chris Poe, CLU, ChFC, CFP
Login to view DISC.Chris Poe is a Wealth Management Advisor and Partner at Ivy Wealth Partners, holding CFP®, ChFC®, and CLU® designations. He provides expert financial guidance for high-net-worth clients to help them achieve long-term security. He earned a BA from Hampden-Sydney College.
Outside of work, Chris is deeply committed to his community in Charlottesville, Virginia. He has held leadership roles as the past president of the Boys & Girls Club of Central Virginia and is actively involved with Young Life and his church. He and his wife have four children.
Clients describe Chris as exceptionally knowledgeable, trustworthy, and skilled at communicating complex options clearly and without pressure.
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Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
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DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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