
Portia CulleyPortia Culley, AIF®, CFP®Executive DirectorWealth Advisor
About Portia
Portia Culley is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management.
With over twenty years of seasoned proficiency in the financial services industry, she provides wealth management services to a varied client base, including high net-worth individuals, professional services practitioners, small business owners and foundations.
Portia views herself as a problem solver and employs a customer-centric style that couples sophisticated planning with her warm and empathetic nature. As the first point of contact for clients, she serves as a powerful guide and gateway to the full complement of resources at J.P. Morgan. Portia has built a reputation for her dedication in leveraging the firm's global investment platforms to help resolve any challenges that her clients may face.
Before joining J.P. Morgan in 2013, Portia was a Vice President at Credit Suisse, and previously Deutsche Bank. She began her financial services career in 1999 with Goldman Sachs.
A graduate of Georgetown University with a B.A. in Economics, Portia also received an M.B.A. i International Business from the University of Miami. She holds the CERTIFIED FINANCIAL PLANNER® designation, one of the most respected wealth management certifications in the industry. She is also an Accredited Investment Fiduciary® (AIF®) designee. An advocate for causes that support women, she is on the Florida Leadership Team for J.P. Morgan's Women on the Move (WOTM) Program.
Portia was raised in São Paulo, Brazil, in an English-Brazilian family and speaks fluent Portuguese. Her upbringing imparts a cultural perspective that differentiates her from her peers.
Now residing in Palm Beach Gardens, Portia is heavily involved in charitable endeavors. She is a Big Sister at Big Brothers Big Sisters of Palm Beach. She is also on the J.P. Morgan Palm Beach Volunteer Steering Committee, responsible for local employee volunteer engagement.
Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights

December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
Navigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read Now
Navigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read Now
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now
December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
Navigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read Now
Navigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read Now
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now