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Ron Portell, CAP®

  • Co-Founder and Managing Director
  • Endeavor Wealth Management
  • St. Louis, MO   
  • Website
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Phone

636-778-2500


Contact me for: Financial Planning, Retirement Planning, Asset Management and Protection, Charitable Giving and Wealth Distribution, Institutional Money Management

Ron Portell specializes in creating and implementing investment strategies for high-net-worth families, foundations, endowments and institutions that equal their investment goals and risk tolerance, while providing the credibility for further investments. With over 20 years of experience in the financial services industry, Ron is passionate about serving the unique needs of high-net-worth and institutional clients.

Ron is well-versed in the unique philanthropic needs of institutions and families. He has the Chartered Advisor in Philanthropy (CAP®) designation, which covers various impacts of planning for family wealth, charitable giving, and gift planning for nonprofits. This designation provides financial advisors with the knowledge and tools that are required to help clients articulate and advance their highest aspirations for self, family and society. Ron is also a member of the International Association of Advisors in Philanthropy (AiP), which is a network of diverse professional advisors who are devoted to mastering and promoting the principles and practices of client-centered planning. He also holds his Series 7, 63 and 65 securities through LPL Financial. Additionally, he is insurance licensed for life, variable and health.

Prior to founding Endeavor Wealth Management, Ron was a financial advisor at Morgan Stanley, Merrill Lynch, Robert W. Baird & Co. and Smith Barney. He has a Bachelor of Science degree in Business Administration from Missouri Valley College.

An avid horse lover, Ron is an active supporter of Old Friends Equine, a refuge for retired racehorses in Georgetown, Kentucky. In his free time, Ron also enjoys traveling with his family, wine-tasting and supporting his favorite sports teams.

Disclosure: Securities offered through LPL Financial, member FINRA/SIPC.

Expert Articles by Ron Portell, CAP®

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Donor-advised funds help manage and distribute charity donations
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