Chesapeake Wealth Advisors is an experienced team of financial professionals at Janney Montgomery Scott LLC -- one of the nation?s most prestigious investment firms. We strive to be the highest standard of success in financial relationships. The measure of our success?and how we differentiate ourselves from other firms?lies in the strength of our relationships with you, supported by a foundation of trust and performance. Putting your financial needs first is at the center of who we are, and what we do. No matter where you are in life -- or where the people who matter the most to you are in their lives -- we provide a broad range of financial planning services that can address your current and future needs and goals. Saving for college. Saving for a home. Starting a business. Preparing for retirement. Planning for the transfer of wealth. Whether it is today or tomorrow, for you or your loved ones, whatever is important to you is important to us.
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Michael D. Porter is licensed in the following states: AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN,KY, MA, MD, MO, NC, BH, NJ, NV, NY, OH, PA, SC, TN, TX, VA, VT, WI. Jeremy A. Lambert is licensed in the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KY, MA, MD, MO, MT, NJ, NV, NY, PA, SC, TN, TX, VA, WI ©2018, Janney Montgomery Scott LLC. All Rights Reserved. Member: FINRA, NYSE, SIPC. Securities and Investment Advisory services offered through Registered Representatives and Investment Adviser Representatives of Janney Montgomery Scott LLC, a Registered Investment Adviser.
Michael is a Senior Vice President / Wealth Management and Financial Advisor; he began his career in 1998 with Wheat First Butcher Singer, and transitioned to Morgan Stanley prior to joining Janney. 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.
Michael enjoys hunting, fishing and spending time with his wife Patty and their two boys.