M. Porter Maxwell, Jr.

Financial Planner

PHONE: (615) 369-1404  |  FAX: (615) 850-8080
EMAIL: porter.maxwell@trustcore.com

Licenses & Certifications:

  • CLU® (Chartered Life Underwriter)
  • Licensed Insurance Agent
  • Registered Securities Representative of TrustCore Investments, LLC

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Porter Maxwell has more than 50 years of financial planning experience and enjoys partnering with his clients to help them achieve their unique financial objectives. With expertise in risk management and life insurance, Porter focuses his work at TrustCore on estate planning for professionals and small business owners.

Porter has been a member of the TrustCore team since 1998. He holds a bachelor’s degree from Middle Tennessee State University and is past president of the Nashville Chapter of Chartered Life Underwriters (CLU®).

Outside of work, Porter enjoys the outdoors and spending time with family, friends, and clients.

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