Advisors at this firm
Beth W
Series 65
South Burlington, VT
Poulos Advisors, Inc.
Beth Wilson is a financial advisor at Poulos Advisors, Inc. in South Burlington, VT, holding a Series 65 designation with 15 years of industry experience. She has been with Poulos Advisors since 2010. Poulos Advisors serves individuals, including high-net-worth clients, privately-held business owners, trusts, and employer-sponsored retirement plans, offering financial planning, discretionary asset management, sub-adviser selection, and qualified plan consulting. The firm emphasizes diversified portfolios using a modern-portfolio framework with limited market-timing and conducts due diligence on third-party managers, implementing strategies generally on a discretionary basis.
Kyle A
Series 63, Series 65
South Burlington, VT
Poulos Advisors, Inc.
Kyle Abrahamovich is a financial advisor with Poulos Advisors, Inc. in South Burlington, VT, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Poulos Advisors since 2006. In addition to his advisory role, he spends approximately 10% of his time as an independent insurance agent. Poulos Advisors serves individuals, high-net-worth clients, privately held business owners, trusts, and employer-sponsored retirement plans by offering financial planning, discretionary asset management, sub-adviser selection, and qualified plan consulting. The firm emphasizes diversified portfolios using a modern-portfolio framework with limited market-timing and conducts due diligence on third-party managers, often implementing strategies on a discretionary basis while accommodating client restrictions.
