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Stefanie Porter

Stefanie Porter

Wealth Strategiest

Followers of Stefanie Porter911 followers
location of Stefanie PorterDetroit Metropolitan Area

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  • Timeline

  • About me

    Client Relationship Manager

  • Education

    • Wayne State University Law School

      1998 - 2002
      Doctor of Law (J.D.)

    • Michigan State University

      1992 - 1996
      Bachelors of Arts Political Science and Government 3.6

  • Experience

    • National City Bank

      May 2007 - Jun 2008
      Wealth Strategiest

    • AXA Distributors, LLC.

      Jun 2008 - Aug 2014
      Advanced Markets Attorney

    • AXA Distributors, LLC

      Aug 2014 - Jul 2016
      Regional Vice President

    • Daugherty, See & Porter Wealth Management Group of Wells Fargo Advisors

      Jul 2016 - Oct 2017
      Financial Advisor

    • TIAA

      Oct 2017 - Nov 2020
      Wealth Management Advisor

    • Pacific Life

      Feb 2021 - now
      Senior Advisory Consultant

    • White Pine Investment Co.

      Mar 2022 - now
      Client Relationship Manager

  • Licenses & Certifications

    • Certified Financial Planner

      Certified Financial Planner Board of Standards
      May 2003

    • Impromptu Speaking

      LinkedIn
      Mar 2021
      View certificate certificate