Vicki Porter
Operations Associate
I began my career in healthcare, spending 11 years in Physical Therapy, where I developed a deep appreciation for helping individuals improve their quality of life through personalized care and trusted relationships. With over a decade of experience in healthcare, I bring a client-centered approach to wealth management.
Driven by an interest in financial well-being, I transitioned into wealth management as a Client Associate. For nearly three years, I supported clients and advisors while building a strong foundation in the financial planning process from Drive Wealth Advisers to Morgan Stanley. Now as an Associate at Crescera Wealth, I bring a unique blend of empathy, discipline, and service-minded perspective to helping clients navigate their financial journeys. I am focused on delivering thoughtful, client-first financial guidance and continuing to grow within the wealth management profession.
Outside of the office, I have a passion for exploring the world and embracing new experiences. I am drawn to new cultures, cuisines, and perspectives. Whether pursuing nature, learning opportunities, fitness and sports, or enjoying unique dining and live music, I value experiences that bring richness, connection, and a well-rounded approach to life.
I began my career in healthcare, spending 11 years in Physical Therapy, where I developed a deep appreciation for helping individuals improve their quality of life through personalized care and trusted relationships. With over a decade of experience in healthcare, I bring a client-centered approach to wealth management.
Driven by an interest in financial well-being, I transitioned into wealth management as a Client Associate. For nearly three years, I supported clients and advisors while building a strong foundation in the financial planning process from Drive Wealth Advisers to Morgan Stanley. Now as an Associate at Crescera Wealth, I bring a unique blend of empathy, discipline, and service-minded perspective to helping clients navigate their financial journeys. I am focused on delivering thoughtful, client-first financial guidance and continuing to grow within the wealth management profession.
Outside of the office, I have a passion for exploring the world and embracing new experiences. I am drawn to new cultures, cuisines, and perspectives. Whether pursuing nature, learning opportunities, fitness and sports, or enjoying unique dining and live music, I value experiences that bring richness, connection, and a well-rounded approach to life.
