FORBES TOP NEXT-GEN AWARD
Jeremy A. Lambert, AIF® Executive Vice President / Wealth Management, Financial Advisor of Chesapeake Wealth Advisors has been named to the Forbes 2023 Top Next-Gen Wealth Advisors list. “Congratulations to Jeremy for receiving this prestigious recognition, which is a testament to his commitment to offer the highest standard of success in financial relationships. Jeremy represents the best of our industry,” said Jerry Lombard, Executive Vice President and the President of the Private Client Group.
The Forbes Top Next-Gen Wealth Advisors rankings was developed by SHOOK Research and is based on qualitative measures: telephone and in-person interviews 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.
ABOUT JEREMY A. LAMBERT, AIF®
Jeremy is an Executive Vice President of Wealth Management. Jeremy’s extensive knowledge in financial planning—retirement, estate, education and asset allocation— ensures that our group is able to offer comprehensive financial planning services to every one of our clients. In order to coordinate and implement strategies, Jeremy works comprehensively with clients' attorneys and CPA's. He 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.
