Investments offered through:
Login to LPL account view HERE
We are dedicated to simplifying the complexities of the financial world for individuals, families and small business owners in Madison & Taylor Counties who are navigating life’s many transitions including retirement, sending kids to college, buying a home, selling a business, job transition and much more.
Serving a variety of clients (such as those nearing retirement, FRS retirees, electric cooperative employees/retirees, newcomers to Madison County, local farmers, and business owners), Wealth E&P works alongside you to DISCOVER your financial priorities, DESIGN a path to work toward accomplishing your plans and DEPLOY the appropriate strategies and products to pursue your objectives.
Our Services
Financial Services
- Retirement Planning
- Income Planning
- Financial Reviews
- Estate Planning
- Institutional Asset Management
- Small Business Retirement Plans
Investment Services & Products
- Mutual Funds
- Brokerage CDs
- Stocks & Bonds
- Annuities
- Life Insurance
- Traditional & Roth IRAs
- IRA Rollovers
J. BYRON POORE II
Vice-President
LPL Financial Planner
Investment Manager
Byron resides in north Florida and has been helping individuals, families and institutions with financial planning, investment management and insurance solutions since 2002. He holds a degree in Religious Studies from Saint Leo University and has previously held a Charter Retirement Planner Counselor designation.
Byron, his wife (Jennifer) and four children (Selah, Eden Joy, Esther and Samuel) are all actively involved in the community with various non-profits and civic organizations. Byron’s wife Jennifer is the Executive Director of the Chamber of Commerce and Byron currently serves as a commissioner for the city of Madison, FL. He has been a consultant to the city on their Defined Benefits plan and has also served as a past Chair of the board of Trustees for the Madison Police Officer’s & Firefighter's Pension Board.
In their down time, Byron and family enjoy spending time in their camper and being on the water boating and doing water sports.
Contact Info:
Byron Poore
850.973.2400
byronpoore@mccbflorida.com
Disclosures
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Madison County Community Bank and Wealth E&P located at Madison County Community Bank are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Wealth E&P located at Madison County Community Bank, and may also be employees of Madison County Community Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Madison County Community Bank or Wealth E&P located at Madison County Community Bank. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency |
Not Bank Guaranteed |
May Lose Value |
Not Bank Deposit or Obligations |
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Your Bank (“Financial Institution"") provides referrals to financial professionals of LPL Financial LLC (“LPL"") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html