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 2024 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.
