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Billie Ann Porter
President - Naples @Florida Trust Wealth Management
Naples, FL, US
EMAILS
MOBILE NUMBERS
+12•••••••75
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WORK HISTORY
Apr 2024 — Present
President - Naples @Florida Trust Wealth Management
Naples, FL, US
EDUCATION
1999 — 2002
Muscatine Community College
Associate of Arts and Sciences (A.A.S.), Business
N/A
California Lutheran University
Master's degree, Financial Planning and Services
2002 — 2004
Cornell College
Bachelor, Economics & Business, Spanish
SKILLS
•Notary PublicStrategyRetirement PlanningFinancial AdvisoryBusiness Development•Multiple Line Phones and Voicemail SystemWealth ManagementSpanishHigh Net Worth IndividualsStrategic Financial PlanningFinancial ServicesInvestmentsFinancial PlanningEnglishFinancial Analysis• Bilingual: Fluent in English and Spanish (Written & Oral Communication)BankingRisk ManagementWealth Management ServicesEstate PlanningStrategic PlanningCustomer ServiceSales
ABOUT BILLIE ANN PORTER
Certifications: CERTIFIED FINANCIAL PLANNER(TM), Certified Trust & Fiduciary Advisor…
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