Portia CulleyPortia Culley, AIF®, CFP®Executive DirectorWealth Advisor
LinkedInAbout 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.
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