Jeffrey Lambeth Email & Phone Number

Dallas-Fort Worth Metroplex

Dallas/Fort Worth Area

Dallas/Fort Worth Area

Responsible for managing the day to day operations of the National Branch, Southeast of TD Ameritrade. My branch covers the territory of FL,GA, and AL. Job functions includes staffing, training, coaching, managing sales results including asset growth & client retention. The National Southeast Branch consists of 10 Investment Consultants that are responsible for helping our clients with their investment goals and objectives. We lead pilot programs, associate led best practice meetings, and focus on team collaboration and results..

Southlake, Tx

I served a select group of individuals and families, helping them achieve their financial goals through comprehensive and ongoing financial advice and personal service. Services covered all areas of financial management, from investment and retirement planning to risk management and estate conservation. I specialized in helping clients develop a comprehensive, cohesive financial strategy that fits their unique needs and helps them meet both short and long term objectives. Specialties:Investment Strategy, Investment Management, Alternative Investments, Small Business 401k Plans, Wealth Management, Estate Planning, Retirement Planning, Education Planning,

Dfw

Seeking new career opportunity

Southlake, Tx

Our Batteries Plus franchise store in Southlake, TX opened March 1, 2010. Partner bought out my share at end of 2011.

Westlake, TX. Leader of up to 13 phone based teams with a total headcount of over 200 that were responsible for providing guidance to 401k participants who were changing jobs or retiring.

Responsibility for developing strategy and tactics to engage 401k participants who were changing jobs or retiring to convert them into retail customers through the Retirement Consultant role throughout the branch network.

Managed retail branch in Las Colinas, TX.

Dallas, Tx

Managed retail branch in Dallas, TX.