Renee M. Porter-Medley

Further information about Renee M. Porter-Medley:

For more than 25 years Renee has been guiding clients through the financial planning process to help them make decisions with increased confidence and improve their peace of mind. In addition, a financial plan serves as the road map leading to more effective investment management decisions.

Renee is in the process of becoming a Qualified Kingdom Advisor so she can help her clients, who are inclined to do so, apply biblical principals to their financial decisions.

Prior to joining Rehmann Financial, Renee worked with a highly regarded financial planning firm in South Carolina. Renee also worked in the Personal Trust, Institutional Investment Management and 401(k) Management Groups of a large banking organization in Michigan.

Renee is a member of ZONTA of Bonita springs and Co-Founder of SWAN Inc. the Savvy Women's Advice Network.

Compensation and Fee Structures:

Fee Only:
hourly
flat fee
fee for assets under management

Licenses, Certifications & Affiliations:

CFP Certified Financial Planner

2010 President Elect Financial Planning Association of Southwest Florida

Education:

1982 University of Michigan
1993 AIMR Financial Analyst Seminar Northwestern University
2003 FPA Residency Program DePaul University

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Further information about Key Private Bank:

(Size of firm: 0-9 advisors)

Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $94 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally.

Member FDIC