Evan Gilchrest and Jeremy Lambert exemplify our core values and commitment to provide clients with personalized wealth management advice and guidance.
PHILADELPHIA — Janney Montgomery Scott LLC, a leading full-service wealth management, financial services and investment banking firm, is proud to announce that Financial Advisors Evan Gilchrest and Jeremy Lambert have been named one of the Top 40 Regional BD Advisors Under 40 by Financial Planning. The annual list recognizes the efforts of the industry’s elite young talent.
Evan is Executive Vice President/Wealth Management with Glastonbury Wealth Management of Janney Montgomery Scott
in Glastonbury, Connecticut, while Jeremy is Executive Vice President/Wealth Management with Chesapeake Wealth Advisors of Janney Montgomery Scott
in Greenville, Delaware.
“The Janney team is proud to have leading next generation advisors such as Jeremy and Evan named to this prestigious list of advisors,” said Jerry Lombard, President of the Janney Montgomery Scott’s Private Client Group. “They exemplify our core values and commitment to provide clients with personalized wealth management advice and guidance.”
View the full list of this year’s Top 40 Regional BD Advisors Under 40.
About Janney’s Top Advisors Under 40
Evan Gilchrest — Glastonbury, Connecticut
Evan is Executive Vice President/Wealth Management with Glastonbury Wealth Management. As a Certified Financial Planner™, Evan’s primary role on the team is to meet with individuals to see that their investments are aligned with their goals, time frames, liquidity needs and risk tolerance. He has also earned the Chartered Retirement Planning Counselor designation.
Evan is a frequent speaker at retirement and transition workshops tailored for employees of large corporations. He started working in the financial services industry in 2005 after graduating from the University of Connecticut with a bachelor’s degree.
He has been named one of America’s Top Next-Generation Wealth Managers by Forbes.
Jeremy A. Lambert — Greenville, Delaware
Jeremy is Executive Vice President/Wealth Management with Chesapeake Wealth Advisors. His extensive knowledge in financial planning—retirement, estate, education and asset allocation— ensures that Chesapeake Wealth Advisors is able to offer
comprehensive financial planning services to all clients.
Among his most recent honors, Jeremy was also named to OnWallStreet's 2020 Top 25 Regional BD Advisors Under 40 list, recognizing the industry's top advisors under age 40 at the leading regional brokerage firms, and is ranked as the number one Next-Gen Wealth Advisor in the state of Delaware on Forbes’ 2019 Best-In-State Next-Gen Wealth Advisor He was also selected as a Forbes Top Next-Gen Wealth Advisor in 2017 and 2018. He graduated from the University of Delaware with a Bachelor of Science in Finance.
About Janney Montgomery Scott LLC
Janney provides advice to individual, corporate, and institutional clients. Our expertise includes guidance about asset management, corporate and public finance, equity and fixed income investing, equity research, institutional equity and fixed income sales and trading, investment strategy, financial planning, mergers and acquisitions, public and private capital raising, portfolio management, retirement and income planning, and wealth management. Janney is an independently-operated subsidiary of The Penn Mutual Life Insurance Company and is a member of the Financial Industry Regulatory Authority, New York Stock Exchange, and Securities Investor Protection Corporation. Additional company information is available at www.janney.com.