Tim Lambert, CFP®, CExP

Experience

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  Bank of America

  Jan 2007 - Oct 2008

  Assistant Branch Manager

  After joining Bank of America in January 2007, I was promoted twice in 9 months to the Assistant Branch Manager. In that role, I was responsible for managing and training a team of 10-15 tellers and personal bankers to process transactions in compliance with the banks established policies and procedures and manage the branches sales goals and non-credit performance.

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  LPL Financial

  Oct 2008 - now

  CERTIFIED FINANCIAL PLANNER™

  After leaving Bank of America, I had considered going to Law School at St. Louis University. Instead, I was fortunate enough to discover my true calling as a Financial Planner at LPL Financial. Since joining the team in October 2008, I have helped make our firm one of the premier financial planning offices in the nation. We are a Fee Based Firm that concentrates on Comprehensive planning for Corporate Executives, Business Owners, and Retirees. As an Equity Owner of our firm, I oversee both our Business Transition Team and Client Services Group. This role entails working with our firm's top clients to work towards uncovering the optimal path to meeting their goals and objectives and managing the implementation of various Investment, Tax planning, Insurance, Estate Planning, and Business Transition strategies. Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC . For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Show less