Raymond James welcomes financial advisor managing $200 million in Winter Park, Florida
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Steven Porter, CFP®, to Raymond James & Associates (RJA) – the firm's employee advisor channel – in Winter Park, Florida, according to Gregg Stupinski, Southeast regional director for RJA.
Porter arrives from Charles Schwab, where he managed $200 million in client assets. As part of RJA’s Winter Park branch, he specializes in serving families, retirees, businesses and individuals undergoing significant financial changes like business sales or liquidity events.
"After 18 years in the industry, joining Raymond James feels like the perfect next step for my practice. Its commitment to client-centered solutions and robust resources will allow me to elevate the level of service I offer my clients,” said Porter. “I’m excited to leverage my experience in a new environment where innovation and trust are at the core of everything we do."
Bringing nearly two decades of financial services industry experience to his role as senior vice president of investments, Porter began his career in 2007 at Morgan Stanley and most recently served at Charles Schwab for nine years. In addition to his professional experience, he holds the CERTIFIED FINANCIAL PLANNERTM designation and a bachelor’s degree in food and resource economics from the University of Florida.
About Raymond James & Associates
Raymond James & Associates, Inc. (RJA), member New York Stock Exchange/SIPC, is an industry leader in financial planning and wealth management services for individuals, high-net-worth families, corporations and municipalities. RJA is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), one of the nation's premier diversified financial services companies with advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.58 trillion as of Feb. 28, 2025. Additional information is available at raymondjames.com.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.