Portia CulleyPortia Culley, CFP®Executive DirectorWealth Advisor
LinkedInAbout Portia
Portia Culley is a Vice President and Wealth Advisor with J.P. Morgan Wealth Management. With almost 20 years of seasoned proficiency in the financial services industry, she provides wealth management services and investment guidance for high-net-worth individuals and small business owners.
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, Portia serves as a powerful guide and gateway to the full complement of resources at J.P. Morgan. She has built a reputation for her dogged determination in leveraging the firm's global investment platforms to resolve any challenges that her clients may face.
Prior to 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. Portia holds the CERTIFIED FINANCIAL PLANNERTMdesignation.
A graduate of Georgetown University with a B.A. in Economics, Portia also holds an M.B.A. in International Business from the University of Miami. She resides in West Palm Beach, and in her spare time, is heavily involved in charitable endeavors such as serving on the Board of Big Brothers, Big Sisters of Palm Beach.
CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by Certified Financial Planner Board of Standards, Inc.
Insights
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