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Lindsey Lambert, Cfp is listed as Retail Investment Officer at Ephrata National Bank at Ephrata National Bank, a company with 191 employees, based in Lancaster, Pennsylvania, United States. AeroLeads shows a work email signal at epnb.com and a matched LinkedIn profile for Lindsey Lambert, Cfp.
Lindsey Lambert, Cfp previously worked as Retail Investment Officer at Ephrata National Bank and Financial Advisor at Financial Network Investment Corporation, Member Sipc. Lindsey Lambert, Cfp holds Ba, International Relations from The University Of Texas At Dallas.
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AeroLeads found 1 current-domain work email signal for Lindsey Lambert, Cfp. Compare company email patterns before reaching out.
I have extensive experience in talking to and meeting with clients about financial planning issues. I have worked with high net worth clients with concentrations in wealth management and retirement/withdrawal strategies, as well as people just starting to build their retirement nest eggs.Specialties: Wealth Accumulation and ManagementRetirement PlanningRisk Management
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I am working with people to help them make informed and educated financial decisions. I am able to provide financial services to customers of the bank as well as anyone who may seek guidance in the financial planning arena. This may include retirement planning and rollover options, as well as risk management planning. My specialites include retirement.
FNIC is my Broker/Dealer.
Met with clients face-to-face to discuss financial planning issues.Prepared and presented financial analyses to clients.Managed new client referrals and new client process.Wrote timely communications to clients regarding current economic conditions.Rebalanced portfolios as necessary.Traded stocks, bonds and mutual funds.
Ran back office of Platinum level advisor.Prepared financial analyses. Maintained contact management database.Managed advisor's schedule.Traded stocks, bonds and mutual funds.
Other employees you can reach at epnb.com. View company contacts for 191 employees →
Melissa Argall
Colleague at Ephrata National Bank
Lancaster, Pennsylvania, United States, United States
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Caleb Kendig
Colleague at Ephrata National Bank
East Petersburg, Pennsylvania, United States, United States
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Ian Cannon
Colleague at Ephrata National Bank
Lancaster, Pennsylvania, United States, United States
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Amy Natale
Colleague at Ephrata National Bank
Manheim, Pennsylvania, United States, United States
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Gloria Weber
Colleague at Ephrata National Bank
Denver, Pennsylvania, United States, United States
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Jade Biempica
Colleague at Ephrata National Bank
Lancaster, Pennsylvania, United States, United States
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Samuel Renninger
Colleague at Ephrata National Bank
Stevens, Pennsylvania, United States, United States
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Nicholas Wiest
Colleague at Ephrata National Bank
Ephrata, Pennsylvania, United States, United States
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JS
Joselyn Strohm
Colleague at Ephrata National Bank
Stevens, Pennsylvania, United States, United States
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AC
Andrea Cooke
Colleague at Ephrata National Bank
Greater Harrisburg Area, United States
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Quick answers generated from the profile data available on this page.
Lindsey Lambert, Cfp works for Ephrata National Bank.
Lindsey Lambert, Cfp is listed as Retail Investment Officer at Ephrata National Bank at Ephrata National Bank.
AeroLeads has found 1 work email signal at @epnb.com for Lindsey Lambert, Cfp at Ephrata National Bank.
Lindsey Lambert, Cfp is based in Lancaster, Pennsylvania, United States while working with Ephrata National Bank.
Lindsey Lambert, Cfp has worked for Ephrata National Bank, Financial Network Investment Corporation, Member Sipc, Stevens Wealth Management, Llc, and Ameriprise Financial.
Lindsey Lambert, Cfp's colleagues at Ephrata National Bank include Melissa Argall, Caleb Kendig, Ian Cannon, Amy Natale, and Gloria Weber.
You can use AeroLeads to view verified contact signals for Lindsey Lambert, Cfp at Ephrata National Bank, including work email, phone, and LinkedIn data when available.
Lindsey Lambert, Cfp holds Ba, International Relations from The University Of Texas At Dallas.
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