Senior Vice President
Charlie joined Stephens Private Client Group in 2007 to partner with his father, Rob Porter, in providing comprehensive wealth management planning services. This father-son partnership gives them a differentiating perspective when working with families. “Clients come to us with very different needs and situations. However, most are motivated by their family’s financial security,” says Charlie. “Getting there starts with transparency. It’s critical that our clients understand what they are investing in and the costs involved with those investments. By taking an active role in their planning, we are all on the same page about how we grow and protect family assets.”
Prior to joining Stephens, Charlie was a Branch Manager at First Security Bank, where he worked in the lending division.
Charlie holds a Bachelor of Science in Advertising and Public Relations from the University of Arkansas. He also completed the Stephens’ advanced wealth management program, Stephens University, offered through Wake Forest University.
Charlie is a Chartered Retirement Planning SpecialistSM (CRPS®). This designation from the College for Financial Planning signifies that Charlie has met initial and on-going experience, ethical education, and examination requirements for the retirement planning process, including meeting multiple financial objectives, sources of retirement income, personal savings, employer-sponsored retirement plans, retirement cash flow, asset management, estate planning, and more.
Charlie and his wife, Beth, have two girls. When they are not cheering on their girls at their various sporting events, he enjoys spending time outdoors with his family and friends, hiking, fishing, and hunting.