Forbes Best in State award
Michael D. Porter, AWMA®, CLTC®, Executive Vice President / Wealth Management, Financial Advisor and Jeremy A. Lambert, Executive Vice President / Wealth Management, Financial Advisor to the Forbes 2023 Best-In-State Wealth Advisors list. “Congratulations to Michael and Jeremy for receiving this prestigious recognition, which is a testament to their commitment to offer the highest standard of success in financial relationships. Michael and Jeremy represent the best of our industry,” said Kevin Reed, Executive Vice President; President of Private Client Group.
The Forbes Best-in-State Wealth Advisors rankings was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.
MICHAEL D. PORTER, AWMA®, CLTC®
Executive Vice President / Wealth Management, Financial Advisor
Michael is an Executive Vice President / Wealth Management and Financial Advisor beginning his career in 1988. He was named to Forbes Best In State Wealth Advisors list for three consecutive years. . Michael enjoys fishing and spending time with his wife Patty and their two boys. Michael 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. Michael is a regular presenter on the topics of retirement and estate planning.
JEREMY A. LAMBERT
Executive Vice President / Wealth Management, Financial Advisor
Jeremy is an Executive Vice President / Wealth Management and Financial Advisor. Jeremy was named to Financial Planning’s 2020, 2021, and 2023 Top 40 Regional Advisor Under 40 list, OnWallStreet’s 2020 Top 40 Regional BD Advisors Under 40 list and was named to Forbes Best In State Wealth Advisors list for three consecutive years. Jeremy’s extensive knowledge in financial planning—retirement, estate, education and asset allocation—ensures that our group provides comprehensive financial planning to every one of our clients. Jeremy graduated from the University of Delaware with a Bachelor of Science degree in Finance. Jeremy enjoys running, boating and spending time with his wife, Danielle, their daughter, Brynn, and sons, Carter and Dylan.
