Washington DC-Baltimore Area
Stefan Lambert has a distinguished career in wealth management, currently serving as the Market Director of Business Development at Equitable Advisors. In this role, he partners with advisors to deliver strategic guidance on aligning their practice, leveraging his extensive experience in business development and strategic leadership. Previously he was Vice President/Regional Director of Business Development Lincoln Financial Advisors/Osaic Wealth in this MidAtlantic Region. His responsibilities included providing strategic and operational direction, spearheading corporate initiatives, and focusing on achieving both top- and bottom-line results.
Securities and investment advisory services are offered through Osaic Wealth, Inc