LP

Louis Porter

Lead Financial Advisor at Strategic Wealth Designers

Louis Porter is a seasoned financial advisor currently with Strategic Wealth Designers since June 2022, also serving as an investment advisor representative with Strategic Wealth Investment Group, LLC. Prior to this role, Louis held positions at Vanguard and Solar Operations Solutions, LLC, where responsibilities included managing customer accounts and fostering client relationships. Extensive experience with Wells Fargo includes managerial roles and consulting positions within Wells Fargo Advisors, emphasizing business communications. Earlier career stages involved talent acquisition and business solutions at Ultimate Staffing, as well as campaign management at Catalyst Management. Educational qualifications include a degree from Southern Illinois University, Carbondale.

Location

Charlotte, United States

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