Stephen Porter
Senior Consultant, Senior Vice President at Merrill Lynch
Based in Minneapolis, United States
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Seniority
Director
Department
General Business & Management
Location
Minneapolis
Industry
Financial Services
Company size
35K
Contact information
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s•••••••@ml.com
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Background
About Stephen Porter
As senior partner to the Porter Group, I have spent my entire career at Merrill, and through over 45 years in the business I have built relationships based off trust and high-level service. I help wealthy families solve complex financial issues and, taking a contrarian view to investing, practice goals based wealth management to build a financial relationship around your short and long term goals. We currently are taking on new relationships and welcome the opportunity to meet and see if we can add value to your financial life. I enjoy spending time at the family cabin, am an avid deep sea fisherman and active St. Paul community member.*The College for Financial Planning Institutes Corp. owns the service marks Chartered Retirement Planning Counselor℠, CRPC®, and the CRPC® logo, and the certification marks Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo.
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