Porter, Lambert named to Forbes Best-In-State Wealth Advisors List

Chesapeake Wealth Advisors of Janney Montgomery Scott LLC recently announced that Michael Porter, executive vice president/wealth management, financial advisor, and Jeremy Lambert, executive vice president/wealth management, financial advisor have been named to the Forbes 2021 Best-In-State Wealth Advisors list.

“Congratulations to Jeremy and Michael for receiving this prestigious recognition, which is a testament to their commitment to offer the highest standard of success in financial relationships. They represent the best of our industry,” said Jerry Lombard, president, private client group.

The Forbes Best-in-State Wealth Advisors rankings spotlight more than 5,000 advisors from Alaska to Florida with team assets amounting to more than $6 trillion. Developed by Shook Research, the award is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews and quantitative data. Advisors that are considered have a minimum of seven years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Neither Forbes nor Shook receives a fee in exchange for rankings.

Chesapeake Wealth Advisors of Janney Montgomery Scott LLC has offices in Lewes and Greenville. For more information, go to ChesapeakeWealthAdvisors.com or call 302-304-8006.