Naples
Billie Ann Porter, CFP®, CTFA
Naples President
Billie Porter leads the Collier County team and oversees the Naples Florida Trust Wealth Management office. She also continues to serve in her role as a senior trust officer, maintaining and monitoring the execution of trust and investment services on behalf of the client. Billie assists with financial planning and estate plan review while partnering with clients’ attorneys and CPAs. Previously, she was at FineMark National Bank and Trust, Estero, FL as Vice President and Trust Administrator. Earlier, she served as Senior Trust Administrator at BMO Private Bank serving Bonita Springs and Naples.
Billie has served as Past President of the Lee County Estate Planning Council, SWFL Hispanic Chamber of Commerce, and the Bonita Springs Assistance Office Board of Directors. She is a Graduate of Leadership Bonita (SWFL) Class of 2013. She obtained her Bachelor of Arts in Economics and Spanish from Cornell College, Mount Vernon, IA, and her Masters of Science in Financial Planning from California Lutheran University. Billie is a graduate of the American Bankers Association’s National Graduate Trust School and a Graduate of the Florida Bankers Association’s Florida Graduate Trust School. She maintains her designations as a Certified Trust and Fiduciary Advisor (CTFA) and CERTIFIED FINANCIAL PLANNER®.
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