We are pleased to announce that Michael Porter has been named to the 2020 list of Best-In-State Wealth Advisors, published by Forbes.
“Congratulations to Michael for receiving this prestigious recognition, which is a testament to his commitment to offer the highest standard of success in financial relationships. Michael represents the best of our industry,” said Jerry Lombard, President, Private Client Group.
Michael serves as Executive Vice President / Wealth Management and Financial Advisor of Chesapeake Wealth Advisors of Janney Montgomery Scott LLC. He has over 20 years of experience advocating a comprehensive approach to financial planning that integrates investments, taxes, insurance, and estate planning strategies within the framework of a prudently designed financial plan. Michael is a regular presenter on the topics of retirement and estate planning. Michael enjoys hiking, fishing and spending time with his wife Patty and their two boys.
The Forbes Best-in-State Wealth Advisors rankings spotlights more than 4,000 advisors from Alaska to Florida with team assets amounting to more than $4 trillion. Developed by SHOOK Research, the award is based on an algorithm of qualitative criterion, 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. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.