Wealth Management Associate
With over 25 years in the financial service industry, Portia has seen an immense amount of industry evolution. Portia has a B.S. in Business Administration from Barry University. She has worked in various areas of the buisness such as Marketing, Operations, and now as the Wealth Management Associate to Wealth Advisor, Jeanine Webster. Portia previously served as the CSA Coach in the Stuart, Florida branch but now acts as a learning partner to other Client Service Associates (CSA) on new processes and precedures. In 2014, Portia was awarded "CSA of the Year" by the Florida East Coast Complex Management team. Portia is married to her husband Ron and they have two sons, Justin and Jalen.
Licenses held: FINRA Series 7, 31, 63, and 65 licenses as well as life, health, and variable annuities licenses.
Education
Wealth Management Associate
With over 25 years in the financial service industry, Portia has seen an immense amount of industry evolution. Portia has a B.S. in Business Administration from Barry University. She has worked in various areas of the buisness such as Marketing, Operations, and now as the Wealth Management Associate to Wealth Advisor, Jeanine Webster. Portia previously served as the CSA Coach in the Stuart, Florida branch but now acts as a learning partner to other Client Service Associates (CSA) on new processes and precedures. In 2014, Portia was awarded "CSA of the Year" by the Florida East Coast Complex Management team. Portia is married to her husband Ron and they have two sons, Justin and Jalen.
Licenses held: FINRA Series 7, 31, 63, and 65 licenses as well as life, health, and variable annuities licenses.
Education
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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