Chesapeake Wealth Advisors in Lewes introduced Michael D. Porter, AWMA, CLTC, has been named an Advisor to Watch by AdvisorHub.
The annual rating from the publication spotlights advisors who’ve displayed development regardless of unsure market circumstances. Porter was honored inside the 100 Advisors to Watch (Underneath $1B) class, which takes a have a look at advisors who’ve maintained wholesome development with out compromising their degree of service.
“I am honored to obtain this recognition from AdvisorHub,” mentioned Porter, a monetary advisor and govt vice chairman for Chesapeake Wealth Advisors of Janney Montgomery Scott LLC.
“I share this honor with my group and congratulate them on their dedication, information and excellent shopper service, values which can be mirrored on this distinction. A particular because of our purchasers for the belief and confidence you place in us daily.”
Previous to becoming a member of Janney, Porter started his profession in 1998 with Wheat First Butcher Singer earlier than transitioning to Morgan Stanley. He advocates for a complete strategy to monetary planning that integrates investments, taxes, insurance coverage and property planning methods inside the framework of a prudently designed monetary plan. Porter is an everyday presenter on the subjects of retirement and property planning. Porter additionally has acquired accolades from Forbes as a Finest-in-State Wealth Advisor in 2020, 2021 and 2023 and a member of a Forbes Finest-in-State Wealth Administration Staff in 2023.
For extra data, go to ChesapeakeWealthAdvisors.com.