PROFESSIONAL PROFILE
Rhonda L. Porter – Financial Advisor
Rhonda Porter holds a Bachelor of Business in Finance. She has been in the financial industry for the past 8 years as a Private Banker and a Financial Advisor. Rhonda holds her Series 7 and 66 securities licenses. She is also licensed in life, disability and long term care insurance, as well as fixed and variable annuities.
She is dedicated to providing clients with the finest individually tailored approach to financial and investment strategies. At the heart of Rhonda’s philosophy is a passion to build enduring client relationships through her commitment to providing outstanding guidance and service.
Having access to an array of specialists, Rhonda advises clients on wealth accumulation, preservation and transfer through the creation of individually customized wealth management strategies utilizing a defined process. This process includes portfolio development, college education planning, liability management, tax minimization, and asset protection with a specific emphasis on helping to assure a lifetime, retirement income stream.
Rhonda knows the accumulation and preservation of wealth present different challenges and opportunities to each of the clients with whom she works with. Each family and business owner has unique financial circumstances requiring individualized attention. Rhonda works closely with her clients' other trusted advisors including attorneys and accountants to address her clients' tax, trust, philanthropic and estate issues – including wealth transfer strategies – to truly be an “essential partner”.
Because there are many areas of financial interest to her clients, Rhonda takes the time necessary to listen to and educate families and business owners about their choices and assist them in making thoughtful decisions appropriate for their current needs and aspirations.
Knowing I have a profound responsibility to act with the highest level of integrity at all times because my clients have placed their trust in me. I am committed to excellence, and embrace a philanthropic spirit.
“Based on my experience, you need a partner who understands what matters most to you today and in the future. I will help you find powerful, innovative ways to connect all the pieces of your financial life. I look forward to helping you achieve the lifestyle you want.”