Skip to Main Content
Rick Poole, Financial Advisor

FINANCIAL ADVISOR
Rick Poole

CFP®, CIMA®, CEPA®
460 Briargate Dr Suite 100, South Elgin, IL 60177opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies

About Rick

Toward the end of my sophomore year at Penn State, I called my dad and asked, “What should I major in?” (Because, like most 19 year olds, I had no idea). He replied “Finance. If you understand money, you’ll have many open doors.” I did just that and graduated with a BS in finance from Penn State’s Smeal College of Business. It turned out to be great advice, and I’ve spent the last 30 years in the financial services industry as a wholesaler for several money management firms. As a wholesaler, I worked with many firms on topics ranging from...

Work History

  • Edward JonesDecember 2023 to Current
  • Hartford Investment FinancialFebruary 2004 to December 2023

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CIMA®

    Certified Investment Management Analyst®

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • Pennsylvania State UniversityBachelor of Science

Team Members

  • Angel Hacker
    Branch Office Administrator

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Phone

(847) 289-6186

Fax

(877) 346-4252

Office Address

460 Briargate Dr Suite 100
South Elgin, IL 60177opens in a new window

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More