Private Wealth Management Specialist
Current
Apr 2024 - Present
AeroLeads people directory · profile
Matthew Lambert Email & Phone Number
Power Wealth Management - Senior Wealth Advisor 404-904-8556
at
Power Wealth Management
1 work email found
@fmr.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Power Wealth Management - Senior Wealth Advisor 404-904-8556
Location
United States
Who is Matthew Lambert? Overview
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Quick answer
Matthew Lambert is listed as Power Wealth Management - Senior Wealth Advisor 404-904-8556 at Power Wealth Management, based in United States. AeroLeads shows a work email signal at fmr.com and a matched LinkedIn profile for Matthew Lambert.
Matthew Lambert previously worked as Private Wealth Management Specialist at Power Wealth Management and Senior wealth advisor at Power Wealth Management. Matthew Lambert holds Bachelor'S Degree, Finance And Financial Management Services from University Of Missouri-Columbia.
Company email context
Email format at Power Wealth Management
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{first}.{last}@fmr.com
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AeroLeads found 1 current-domain work email signal for Matthew Lambert. Compare company email patterns before reaching out.
Profile bio
About Matthew Lambert
Matthew “Matt” Lambert is a Senior Wealth Advisor working closely with PWM’s clients as their trusted advisor. With nearly two decades of comprehensive advisory experience Matt continues to pursue his passion of helping clients plan for their financial future. He does so by identifying, developing, and implementing financial strategies tailored to their unique situation. Prior to joining Power Wealth Management, Matt was a Vice President at one of the world’s largest investment firms. Here he served the needs of his clients with a specialization in portfolio construction and retirement income planning.Matt holds a degree in Finance and Financial Management from the University of Missouri-Columbia as well as his Series 66 & Insurance license. When Matt is not spending time with his family you can find him walking a course, as he is an avid golfer.
Listed skills include Investments, Finance, Wealth Management, Mutual Funds, and 7 others.
Current workplace
Matthew Lambert's current company
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6 roles
Matthew Lambert work experience
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Senior Wealth Advisor
Current
Apr 2024 - Present
Vice President
Current
Jun 2015 - Present
Investment Consultant
Current
Jun 2015 - Present
Investment Advisor
The Mutual Fund Store
Recently have moved from TDA to the Mutual Fund Store. I can be reached at 404-394-2389. I will be in a brand new office across the street from Lenox Mall beginning in the first of April. Please visit our website www.mutualfundstore.com to learn more about the company and listen in to WSB radio Saturday afternoons to get more education on how we help clients achieve their financial goals through our assistance.
Feb 2015 - Jun 2015
Financial Advisor
Jun 2006 - Feb 2015
2 education records
Matthew Lambert education
Bachelor'S Degree, Finance And Financial Management Services
Education record
Collins Hill
FAQ
Frequently asked questions about Matthew Lambert
Quick answers generated from the profile data available on this page.
What company does Matthew Lambert work for?
Matthew Lambert works for Power Wealth Management.
What is Matthew Lambert's role at Power Wealth Management?
Matthew Lambert is listed as Power Wealth Management - Senior Wealth Advisor 404-904-8556 at Power Wealth Management.
What is Matthew Lambert's email address?
AeroLeads has found 1 work email signal at @fmr.com for Matthew Lambert at Power Wealth Management.
Where is Matthew Lambert based?
Matthew Lambert is based in United States while working with Power Wealth Management.
What companies has Matthew Lambert worked for?
Matthew Lambert has worked for Power Wealth Management, Fidelity Investments, The Mutual Fund Store, and Td Ameritrade.
How can I contact Matthew Lambert?
You can use AeroLeads to view verified contact signals for Matthew Lambert at Power Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Matthew Lambert attend?
Matthew Lambert holds Bachelor'S Degree, Finance And Financial Management Services from University Of Missouri-Columbia.
What skills is Matthew Lambert known for?
Matthew Lambert is listed with skills including Investments, Finance, Wealth Management, Mutual Funds, Retirement Planning, Investment Advisory, Asset Allocation, and Portfolio Management.
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