Stefan Lambert has been appointed a Managing Principal of Lincoln Financial Advisors Corp., part of Lincoln Financial Group (NYSE:LNC), serving as market leader for Northern Virginia and surrounding field offices. In his role, Lambert will be responsible for recruiting new advisors, retention and risk management.
"We are very excited that Stefan has joined our leadership team," said Michael McFeeley, Managing Director of Lincoln Financial Advisors’ Atlantic Regional Planning Group, which includes the Northern Virginia planning offices. "Stefan’s extensive management experience within the industry will bring great value to our advisors and organization as a whole."
A twenty-two year industry veteran, Lambert began his career as a financial advisor with Smith Barney in New York, NY. In 2000, he was promoted to Assistant Branch Manager, Vice President of Investments for a large Smith Barney office in New York. In 2003, Lambert joined UBS Financial Services as a Branch Manager, Director in Vienna, VA, and in 2008, he began working for Waddell & Reed in Owings Mills, MD as the Managing Principal for Maryland.
Lambert earned a Bachelor’s Degree in Finance from the University of Massachusetts at Amherst. His securities licenses include Series 7, 63, 65, 3, 9, 10, and 24, Life, Health, and Variable Insurance.
About Lincoln Financial Network
Lincoln Financial Network is the marketing name for the retail sales and financial planning affiliates of Lincoln Financial Group and includes Lincoln Financial Advisors Corp. and Lincoln Financial Securities Corporation, both members of FINRA and SIPC. Consisting of approximately 8,000 representatives, agents, and full-service financial planners throughout the United States, Lincoln Financial Network professionals can offer financial planning and advisory services, retirement services, life products, annuities, investments, and trust services to affluent individuals, business owners, and families.
About Lincoln Financial Group
Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. With headquarters in the Philadelphia region, the companies of Lincoln Financial Group had assets under management of $168 billion as of June 30, 2012. Through its affiliated companies, Lincoln Financial Group offers: annuities; life, group life, disability and dental insurance; 401(k) and 403(b) plans; savings plans; and comprehensive financial planning and advisory services. For more information, including a copy of our most recent SEC reports containing our balance sheets, please visit www.LincolnFinancial.com.