Meet the Team
Tim Poole, Owner
In his almost two decades of financial advising, Tim has always recognized that the most important aspect of his job is developing meaningful relationships with his clients. That’s why he dedicates himself to learning about each of them – discovering where they came from and their goals and dreams for the future. Tim applies his in-depth knowledge as an Accredited Asset Management Specialist (AAMS) and Chartered Retirement Planning Counselor (CRPC) to create personalized financial plans for retirees, business owners and those beginning to build their careers. Additionally, he holds a Gerontology Longevity Training Certificate from the University of Southern California, a program tailored to teaching professionals about important strategies that help the community of mature adults.
A graduate of the University of Central Arkansas, Tim earned a B.A. in Finance and began serving as a financial advisor in 2004 working with A.G. Edwards, which became Wells Fargo Advisors. Then, after serving as a Branch Manager for 10 years at Merrill Lynch, he realized his clients would be served best if I he was truly independent of large corporate initiatives and agendas. In 2020 he launched APEX Advisors, an Investment Advisory firm. Born and raised in Hot Springs, Arkansas, Tim lives in his hometown with his wife, Marty, and their daughters Lydia and Abby. Away from work, he is an accomplished runner, cyclist and tri-athlete. He enjoys traveling and hiking with both dogs and humans.
Tim is an active member of his community, has served as the president and on the board of directors of the Hot Springs Family YMCA and is involved in his local church.
Registered Investment Advisor
On a daily basis, APEX is working hand-in-hand with Little Rock, Arkansas’s Sowell Management. With $4 billion in affiliated assets, Sowell Management is a nationwide industry leader in the Registered Investment Advisor space and, formed in 1995, is a pioneer of fee-based fiduciary services. Behind-the-scenes, Sowell Management provides APEX Asset Advisory our back-office services, best-in-class technology and support, and portfolio management. Because of their diversity and broad strength, APEX has a solid and trusted partner.
Fidelity is the largest privately-owned investment firm in the US. Being a family-held company allows them to be proactive and responsive, which makes them a perfect fit for the APEX Asset Advisor approach. Partnering with them gives us the flexibility we require to effectively serve clients whose needs may not conform to the restrictions that often go along with the large firm experience. They’ve also earned a reputation for conducting themselves with integrity.
APEX Asset Advisors
We guide our clients on their financial journeys by making well-researched, solid financial decisions that create financial freedom while allowing space for bringing dreams to life. APEX Asset Advisors provides investment management, financial planning, wealth management, tax planning and estate planning, and is located in Hot Springs, Arkansas.
Give Us a Call
100 Vale St., Hot Springs, AR 71901
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