The Porter Group

Merrill Lynch Wealth Management
30 E. 7th Street
Suite 3400
St. Paul, MN 55101
(651) 298-7512
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Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  We can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
The Porter Group
Merrill Lynch Wealth Management
Recognition
The Porter Group
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
About Us
Philosophy

It is important that you take positive steps toward your financial future, and that means getting more than just investment advice. We take the time to get to know you and your family, your financial situation and what matters most to you. Using one-on-one collarboration as a foundation, We can work with you to build your own personalized financial strategy.

Meet Our Team
Stephen K Porter,

CRPC™

Senior Vice President, Senior Consultant
651.298.7512
Charles Porter
Senior Vice President, Senior Financial Advisor
651.298.1742
Harrison Porter,

CFP®

Senior Vice President, Wealth Management Advisor
651.298.1703
Daunne M Schaller
Officer, Wealth Management Client Associate
651.298.1761
William Lundquist
Registered Wealth Management Client Associate
651.298.1723
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Joseph McCullough
Wealth Strategies Advisor
Bank of America, N.A.
Mark A Perunovich
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #484330
Casey Brown
Wealth Management Banking Specialist
Merrill
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.