Michael D. Porter
Chesapeake Wealth Advisors

Tel: (302) 304-8008
20 Montchanin Road
Suite 120
Greenville, DE 19807
Chesapeake Wealth Advisors | Financial Advisor in Greenville ,DE

About Chesapeake Wealth Advisors

OUR VISION

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.


General Information

Number of Years with Current Firm:   2



Disclaimer

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 D. Porter

Michael D. Porter


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.

My Team


Jeremy A.  Lambert
Jeremy A. Lambert
Jeremy is a First Vice President / Wealth Management and Financial Advisor; he began his career with Waddell & Reed, transitioned to Morgan Stanley, and started at Janney Montgomery Scott LLC in 2016. 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. Jere ...more

Heidi L.E.  Jones
Heidi L.E. Jones
Heidi is a Registered Private Client Assistant. She began her career with Legg Mason in 1998. She supports the team with her extensive experience in customer service, organization, and client satisfaction. She assists clients with problem resolution, inquiries, and concerns. Heidi graduated from Goldey Beacom College with a Bachelor of Science degree in Finance. Heidi enjoys kayaking, reading, cooking, and spending time with her husband Randy.

Carmel A. Stephano
Carmel A. Stephano
Carmel is a Registered Private Client Assistant who joined Chesapeake Wealth Advisors in 2016. She assists the team by addressing transactional needs and in the on-going development and maintenance of effective client relationships. Carmel also helps coordinate the seminar/events and marketing for the team. She is a native of Delaware and enjoys spending time with her children, cooking for family, running, yoga and spending time outdoors.

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 h Show More