Portia Wells, CFP®, CTFA
Director of Client Development and Family Wealth Advisor
As Director of Client Development and Family Wealth Advisor, Portia puts her twenty plus years of experience in trust administration to work to help clients understand how the decisions they make today can affect their family for generations to come. Having lost her mother at a young age, Portia understands all too well the importance of making sure your loved ones are provided for if something should happen to you. Family dynamics are becoming increasingly complex as people live longer, medical technology advances, and blended families become the norm. Long term care planning, advanced medical directives, asset protection trusts, succession planning, and estate planning can ensure that your family weathers life’s challenges intact.
No one likes to work on their estate plan but Portia not only makes the process less intimidating, she also uses it as an opportunity to help families have an open conversation about their concerns, fears, hopes, wishes, and desires for each other.
She entered the financial industry in 1997 at SunTrust Bank where she helped clients as a Trust Officer before leaving to help launch Truxton Trust (formerly Nashville Bank & Trust) as Vice President and Trust Officer. In 2006, Portia returned to SunTrust working with ultra-high net worth clients and their advisors to help them manage complex estate planning issues, along with limited partnerships and multi- generational family dynamics. In 2008, she joined U.S. Trust/Bank of America Private Wealth Management as their Senior Trust Officer. While there, she handled all financial facets of the client's inter-generational wealth. Portia assisted her clients with budgeting, cash flows and worked closely with attorneys in the estate planning development process. In addition, she worked with the next generation of clients to help teach financial empowerment.
Portia holds the CERTIFIED FINANCIAL PLANNER™ and the Certified Trust and Financial Advisor designations.
Originally from Northern Virginia, Portia graduated from The University of the South- Sewanee. Upon graduation, she made Nashville her home. She serves as an advisor to the Catholic Charities of Tennessee board and has built a network of advisors so that she can be a referral source for her clients.
- Worked with ultra-high-net-worth families
- Financial Planning
- Estate Planning
- Family Office
- Cash Flows
- Education for the Next Generation