D J Portell & Associates

Portell Financial Services is a subsidiary of National Financial Partners. Established in 1998, National Financial Partners is a leading independent distributor of financial services to high net worth individuals and growing entrepreneurial companies. NFP operates a national distribution network of more than 1,800 producers in nearly 45 states and Puerto Rico consisting of 160 owned firms and 210 affiliated third-party distributors specializing in life insurance and wealth transfer, corporate and executive benefits and fee-based financial planning. A publicly traded company since 2003, NFP continues to grow through acquisitions and by helping its existing firms become more successful by combining the benefits of entrepreneurial independence with the resources of a national organization. Firms within the company s network engage in one or more of three primary lines of business, which include life insurance and estate planning, corporate and executive benefits, and financial planning and investment advisory services. Portell Financial Services maintains a location in Highland, Ill.

As a Personal Financial Representative in Highland, I’ve gotten to know many local families. I understand that when it comes to planning for your financial future, each person’s needs are unique. That’s why when you contact me at my Highland office, you’ll receive personalized service based on your needs. I look forward to helping you prepare a strategy to achieve your financial goals. From education to retirement, my ongoing priority is to help you to create a financial strategy to achieve the peace of mind that you deserve.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy