Darlene M. Porter,

Darlene applies her more than 25 years of experience in the financial services industry to assist clients with their requests, needs and concerns. Working closely with our advisors, she makes it her mission to serve our clients at a high quality level.

She is always eager to help the individuals and families our team serves. She makes it her goal to help clients understand their money is being well taken care of, and always endeavors to explain complex financial topics in a way that’s easy to comprehend.

Darlene also supports the business operations of our team, rebalances accounts and provides assistance to our financial advisors in planning and building investment portfolios, and monitoring accounts. She holds Series 3, 7, 9, 10, 63 and 65 securities licenses and life, health and variable annuity insurance licenses.

Her duties also include daily account trading, overseeing staff and office workflow, monitoring daily cash flow and incoming funds, and assisting clients with account-related questions.

Darlene is originally from Ormond Beach, Florida, and now lives in Salt Springs with her husband, Bryan. They have three adult daughters, Nikki, Kiersten, and Ashley, and three grandchildren, Ariel, Clayton, and Coral. When not in the office, Darlene enjoys boating, sewing, canning, and playing bass guitar.