Senior Vice President - Financial Advisor@ RBC Wealth Management
Greater Houston
Lindsay Lambert
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The University of Texas at Austin
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FlashIntel GPTLindsay Lambert is a Corporate Retirement Director and Senior Vice President at RBC Wealth Management, with 18.7 years of experience. Based in the United States, Lindsay provides consultation to trustees, plan sponsors, and boards of directors on their retirement plans. She utilizes trust, respect, and a customized approach to service to ensure plan needs are met. Lindsay's expertise lies in providing investment and insurance products through RBC Wealth Management, a division of RBC Capital Markets, LLC.
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About
As a Corporate Retirement Director and Senior Vice President for RBC Wealth Management I work with and provide consultation to trustees, plan sponsors and boards of directors on their respective qualified and non-qualified corporate sponsored retirement plans. We utilize trust, respect, and a customized approach to service to ensure plan needs are addressed and the process for review is efficient and sound.Please visit http://www.rbcwealthmanagement.com/us/en/legal for important disclosure information. Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.
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Senior Vice President - Financial Advisor
Financial Services
Lindsay Lambert's Professional Milestones
- Senior Vice President - Financial Advisor (2020-03-01~): Inspiring and guiding clients towards financial success through expert advice and strategic partnerships.
- Financial Advisor (2009-03-01~2020-03-01): Provided financial strategies to support clients' financial goals and facilitated informed decision-making.
Education
Certification
Colleagues
Rey Eduvas
Business Process Leader | Product Owner Consultant
David Schmitz
Product Owner
Mark Davidson
owner rbc wealth management
Darren Bank, CPA, CA
vice president business owner specialist high net worth planning services at rbc wealth management
Shaila Sachdev
Digital Product Owner at RBC Wealth Management | CSPO
Other Named Lindsay Lambert
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Lindsay Lambert works for RBC Wealth Management
Lindsay Lambert's role in RBC Wealth Management is Senior Vice President - Financial Advisor
Lindsay Lambert works in the industry of Financial Services
Lindsay Lambert's colleagues are Rey Eduvas,David Schmitz,Mark Davidson
Lindsay Lambert's latest job experience is Senior Vice President - Financial Advisor at RBC Wealth Management
Lindsay Lambert's latest education in The University of Texas at Austin
