Westport Resources (www.westportresources.com), a leading independent investment and financial planning firm serving individuals, families, municipalities and institutions around the world, is pleased to announce that Meyer Cheikin joined the firm in August 2012 as Managing Director - Investments of its Naples, Fla. office.
Mr. Cheikin comes to Westport Resources from Wells Fargo Advisors in Naples, Fla., where he served as Managing Director – Investments, providing comprehensive wealth planning and asset management.
With more than 32 years of financial services experience, Cheikin began his career as a Financial Consultant with Merrill Lynch. In 1982 he joined Smith Barney where he worked for 26 years. Cheikin then, in 2008, moved his practice to Wells Fargo Advisors in Naples.
Cheikin holds a bachelor’s of science degree in quantitative analysis from the University of New Haven and also attended the Naval Science Institute at Yale University, after which he spent the next seven years as an officer and pilot in the U.S. Navy. Cheikin is also a member and resident of Twin Eagles Golf Club in Naples.
Additionally joining Westport Resources and working with Cheikin is Lori Jennison, Senior Client Associate. Ms. Jennison has more than 25 years of experience and has worked with Cheikin for the last 15 years.
John Vaccaro, founder and CEO of Westport Resources, said: “Meyer is a very welcomed addition to our Naples office. He has served the financial needs of a distinguished group of clients over three decades. Loyal long-term client relationships are the single most telling measure of success in our industry. I look forward to supporting his continued efforts on behalf of his clients.”
Westport Resources (www.westportresources.com) is an independent investment and financial planning firm headquartered in Westport, Conn., and founded in 1986 by current CEO John Adams Vaccaro, CFP®, CLU. It has an office in Naples, Fla., as well. The firm’s wealth management arm, Westport Resources Management, Inc., specializes in managing assets for a select Private Client Group of individuals, families, municipalities and not-for-profit organizations. It is an Investment Adviser, registered with the SEC. The firm has a broker/dealer side as well, Westport Resources Investment Services, Inc. (WRIS), which clears, fully disclosed through Pershing LLC and offers a vast and comprehensive array of brokerage services. Its execution capabilities range from buying and selling equities, bonds, mutual funds and exchange-traded funds to planning and executing options and hedging strategies. WRIS is registered with the SEC and a member of FINRA & SIPC.
