Steven Porter

About Steven Porter

With more than 18 years of experience in financial planning and investment management, Steven has the accumulated knowledge and perspective to help you with your financial goals.Steven endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. Steven will be with you every step of the way, offering sound advice and customized financial strategies designed specifically for you.Steven is a graduate of the University of Florida where he studied economics and was a member of the Gator Baseball team. In 2005, Steven and his team earned an SEC Championship. In his free time, he enjoys coaching softball, cheering on the Gators and spending time with his wife and three daughters.Certified Financial Planner Board of Standards, Inc.(CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.Raymond James & Associates, Inc, Member New York Stock Exchange/SIPC. Please follow this link to Important Disclosure Information: http://raymondjames.com/smrja.htm

Experience

1. Financial Advisor

   Raymond James

   Jan 2025 — Present

Education

• University of Florida

  Bachelor's degree, Food and Resource Economics