Warren Poirier in

Warren Poirier

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Financial Advisor at Eagle Strategies LLC
📍 Greater Richmond Region, United States

Warren Poirier is a Financial Adviser at Eagle Strategies LLC and an agent with New York Life, focusing on helping individuals and business owners create and preserve wealth. A graduate of Hampden-Sydney College, he has been recognized multiple times as Agent of the Year in his region.

He has been named the Greater Richmond Agent Of The Year for three consecutive years, from 2018 to 2020.

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Experience
20 Years
Current Role
Financial Advisor
Location
Greater Richmond Region, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Warren cares about

Wealth Preservation
His stated professional mission is to help clients create, build, and preserve their wealth through a variety of financial and insurance solutions.
Retirement Planning
He advises on long-term financial needs, including retirement income strategies and managing costs associated with extended care.
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Career

Work history

3-2021
Financial Advisor
Eagle Strategies LLC
3-2011
Licensed Agent
New York Life Insurance Company
3-2011
Financial Services Professional
NYLIFE Securities LLC
5-2004 - 9-2009
Licensed Agent
SagePoint Financial
5-2004 - 9-2009
Financial Advisor
SagePoint Financial
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2000 - 2004
Bachelor’s Degree
Hampden-Sydney College
Social presence
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Behavioral profile

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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