The annual award recognizes unsurpassed client service, and leadership both in the office and community.
PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, is proud to announce Jeremy Lambert and Michael Porter have been named the firm’s 2021 Financial Advisors of the Year. This annual award is presented to an advisor who exhibits unsurpassed client service and leadership both in the office and community.
Jeremy and Michael lead Chesapeake Wealth Advisors, an eight-person team in Greenville, Delaware. The team provides customized and high-touch advice centered around comprehensive financial planning.
“Congratulations to both Jeremy and Michael for this well-deserved and prestigious recognition,” said Jerry Lombard, President of the firm’s Private Client Group. “Since joining Janney in 2016, they have quadrupled their assets under management by building a focused and driven team that is dedicated to helping their clients achieve their financial goals.”
Jeremy is an Executive Vice President/Wealth Management. After joining Janney in 2016, Jeremy has demonstrated extensive knowledge in financial planning, ensuring the group offers comprehensive financial planning services to every one of their clients. Jeremy graduated from the University of Delaware with a Bachelor of Science degree in finance. Outside of the office, Jeremy enjoys running, boating, and spending time with his wife Danielle, their daughter Brynn and sons Carter and Dylan.
Michael is an Executive Vice President/Wealth Management. He began his career in 1998 and advocates a comprehensive approach to financial planning that integrates investments, taxes, insurance, and estate planning strategies within the framework of a prudently designed financial plan. In addition, Michael is a regular presenter on retirement and estate planning. Michael enjoys hunting, fishing, and spending time with his wife Patty and their two boys outside the office.
“It’s an incredible honor to receive this award. We’re fortunate to have a team with the knowledge and commitment to achieve the absolute best outcomes for our clients. We look forward to continuing to provide excellent service as well as giving back to the community,” said Michael and Jeremy.