Portia CulleyPortia Culley, 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. in 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. 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.
CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by Certified Financial Planner Board of Standards, Inc.
Insights
Digesting the Fed’s ‘pause’
June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read Now
Eye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read Now
May jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read Now
The opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now
2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read Now
Helping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read Now
Weathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read Now
Making dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now
100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read NowDigesting the Fed’s ‘pause’
June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read NowEye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read NowMay jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read NowThe opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read NowWeathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowMaking dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read Now