Wealth Management

We are proud to announce that Mary Meadows Livingston is PW&Co’s newest CFA® Charterholder. Four out of nine professionals at the firm now hold the Chartered Financial Analyst® designation. Mary Meadows has been with the firm since 2011. She is a Certified Financial Planner™ practitioner and...

According to the National Philanthropic Trust,[1] approximately 90% of high net worth families give to charity, and in 2017, charitable giving accounted for 2.1% of gross domestic product. American families have historically given more money to charity than those in other countries, and charitable giving...

Porter White & Company is pleased to announce the promotion of Mary Meadows Livingston to Vice President. Mary Meadows joined the firm in June 2011 and is active in the wealth management practice. As a Certified Financial Planner™ practitioner, she focuses on individuals and families...