Merrill Lynch

About Us

REPRESENTED BY: Catherine Portner

As an advocate for women and business owners, Catherine strives to make a difference in their lives by ensuring they achieve the retirement they both want and deserve. Her holistic, goals-based financial planning practice builds and executes customized financial strategies for business succession or sale, estate and legacy planning, charitable giving without sacrificing personal values.

Catherine's diverse entrepreneurial background and commitment to excellence motivate her to constantly pursue new challenges and growth opportunities. In 2016, she was named a 40 Under 40 Business Leader by the Alexandria Chamber of Commerce. Catherine earned her MBA at Babson College in Wellesley, MA and Bachelor of Science in Biology from Boston College. She enjoys playing soccer, cooking and homebrewing, and learning the drums. Catherine lives in Reston with her partner, Keiron, and the neighborhood deer.