Meet The Team
The team behind CapStar Financial Services, LLC is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Suzette Porter
Owner, Investment Advisor Representative
Series 65 Licensed, Fiduciary Dually Licensed
Sporter@capstarfinancial.com
Suzette Porter, Owner and Investment Advisor Representative at CapStar Financial Services, LLC, has helped clients take ownership of their retirement for more than 35 years.
Suzette’s white-glove approach to client care has enabled her and the CapStar team to serve more than 350 households with individualized guidance and support—without the impersonal, big-box Wall Street approach. Under her leadership, every client receives the “Gold Star” treatment through customized strategies focused on wealth preservation, retirement confidence, and legacy planning. After all, success in retirement is not accidental—it must be thoughtfully planned.
Deeply committed to her clients’ financial well-being, Suzette has built her practice on trust, personalized service, and long-term relationships.
CapStar Financial Services specializes in:
- Multigenerational Wealth Management
- Legacy and Estate Planning
- Investment Management
- Tax-Efficient Strategies
In 1989, following a personal estate planning tragedy, Suzette founded CapStar Financial Services, LLC with a mission centered on the foundational pillars of tax planning, estate planning, and wealth management.
Suzette is also a distinguished recipient of the Five Star Wealth Manager Award for 2024, 2025, and 2026.
The CapStar Financial team is committed to helping clients create a retirement they can truly own—and truly enjoy.
Ready to Take The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.
