The Porter & Johnson Group

Drawing on the investment insights of Merrill and the banking convenience of Bank of America, and our own extensive knowledge and skills, we are well equipped to:* Assist employers with the design and maintenance of their plans* Provide on-site education and personalized guidance to help employees take full advantage of their benefits and pursue their long-term goalsDuke Porter is among a select group of Merrill financial advisors who hold the Retirement Benefits Consultant title, to offer consulting services to clients with complex defined-contribution investment needs. He is highly credentialed, holding the Certified Investment Management Analyst® (CIMA®) designation and the Certified 401(k) Professional (C(k)P®) designation. These involve rigorous training that he draws on in working with corporate executives and benefit plan sponsors and participants.The Porter & Johnson Group also engages affluent families and thriving nonprofit organizations in a sophisticated wealth management experience designed to help them address the complex challenges of growing, preserving and managing their wealth and pursuing their goals and missions.Our team members are dedicated to continually honing our skills and deepening our knowledge in an effort to provide clients with informed and insightful guidance. We routinely take courses on a wide range of wealth management and financial topics and have earned many professional credentials.We work hard to stay abreast of new ideas, innovative approaches and important trends. We believe this better prepares us to assist clients in addressing their particular wealth management needs.