Paul T. Lambert

Paul T. Lambert Email and Phone Number

Strategic Advisor & Coach | Experienced Wealth Management Executive | Founder @ Indivisible Partners
Paul T. Lambert's Location
Hinsdale, Illinois, United States, United States
Paul T. Lambert's Contact Details

Paul T. Lambert work email

Paul T. Lambert personal email

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About Paul T. Lambert

My role at Indivisible Partners is to source, develop, and advance an elite group of advisors.As a wealth management veteran and former advisor, my passion is working directly with clients leveraging industry-leading capabilities and coaching advisors on growing and developing their businesses.In my 32-year financial services career, I spent 30 years and Bank of America/Merrill Lynch where I was most recently President of Bank of America, Chicago Market and Merrill Lynch Division Executive spanning 14 midwestern states with 2,500 advisors across 100 offices. In these positions, I successfully shaped strategy, served clients across the entire company, improved financial performance, fostered a well-supervised business that prided itself on strong compliance, and drove record employee engagement. Previous roles at Merrill Lynch include Midwest Regional Managing Director leading the firm's ultra-high net worth business, Director of the New York Capital Complex, and Senior Financial Advisor. I am also Senior Managing Director and Head of Strategy at Bates Group, LLC, a financial services compliance, regulatory, and litigation consulting firm where I assist in shaping the firm's strategy toward growth and achieving record financial performance.Outside of work, I've served on the Board of Trustees for the Art Institute of Chicago, Chicago Community Trust, Civic Committee of the Commercial Club of Chicago, Chicago Run, and Albany Medical Center. I also helped develop and launch We Rise Together, an initiative to promote an equitable and just recovery post-pandemic.My wife Lisa and I are proud parents to 3 incredible children (Alex, Andrew and Paige), and we enjoy boating, golfing...everything outdoors...and watching our Buffalo Bills!!

Paul T. Lambert's Current Company Details
Indivisible Partners

Indivisible Partners

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Strategic Advisor & Coach | Experienced Wealth Management Executive | Founder
Paul T. Lambert Work Experience Details
  • Indivisible Partners
    Founder - Co-President, Advisor Teams
    Indivisible Partners Jun 2024 - Present
  • Bates Group
    Senior Managing Director, Strategy And Business Development
    Bates Group Aug 2022 - Present
    Portland, Or, Us
  • Chicago Run
    Chairman, Emeritus Board
    Chicago Run Jan 2023 - Present
    Chicago, Il, Us
  • Legacy Of Swf, Llc
    Private Investor
    Legacy Of Swf, Llc Mar 2022 - Present
    Develop and manage Real Estate investment opportunities in Collier County, Florida
  • Capital Preferences
    Senior Advisor
    Capital Preferences Feb 2024 - Sep 2024
    Christchurch, Nz
  • Bank Of America
    President, Chicago Market
    Bank Of America Aug 2016 - Mar 2022
    Charlotte, Nc, Us
    Held public-facing role to drive Bank of America’s engagement with clients, in the community, and across 6,000 employees in the Chicago area, reporting to CEO and CFO. Established cabinet of leaders from all lines of business, committees, and employee networks to develop and execute strategic initiatives. Hosted corporate events sponsored by BAC. Represented BAC on external boards/trustee positions and in the media. Served as Executive Sponsor of BAC’s National LGBTQ+ Employee Network.
  • Merrill Lynch
    Division Executive, Merrill Lynch Mid West & President, Bank Of America Chicagoland
    Merrill Lynch Sep 2011 - Mar 2022
    New York, Ny, Us
    Steered business strategy and expansion initiatives for 14 Midwest states. Led 4,000 associates across 110 locations ($440B in A&L, $3B in revenues). Served as national liaison between divisions of BAC and Merrill Lynch during first 5 years post-merger to ensure a smooth integration, client satisfaction, and employee engagement. Integrated BAC banking and lending services into Merrill Lynch to provide regional clients with comprehensive portfolio of financial services; led initiative nationwide. Represented Merrill Lynch at national conferences.
  • Merrill Lynch
    Mid America Regional Managing Director, Private Banking & Investment Group
    Merrill Lynch Sep 2007 - Sep 2011
    New York, Ny, Us
    Led Midwest UHNW private client business serving clients with $10M+ in investable assets throughout financial crisis, doubling business in 4-years. Oversaw 45 teams managing $40B+ in A&L.
  • Merrill Lynch
    Director, New York Capital Complex
    Merrill Lynch 2004 - Sep 2007
    New York, Ny, Us
    Oversaw 95 financial advisors and 45 service professionals for 6 locations in New York and Massachusetts. Steered business strategy for Merrill Lynch Global Private Client business with $6.5B in client assets and $60M in revenue.
  • Merrill Lynch
    Associate Director, Paramus Complex
    Merrill Lynch 2001 - 2004
    New York, Ny, Us
    Hired, trained, and developed team of 130+ financial advisors in Bergen County, New Jersey. Led business development initiatives for 1,300+ financial advisors in tri-state area. Led Paramus Complex to achieve #1 rank for strategic growth of development in 2002 (out of 140 complexes).
  • Merrill Lynch
    Resident Director
    Merrill Lynch 1999 - 2001
    New York, Ny, Us
  • Merrill Lynch
    Assistant Vice President • Senior Financial Advisor • Sales Manager
    Merrill Lynch 1995 - 2001
    New York, Ny, Us
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch 1992 - 1995
    New York, Ny, Us
  • Art Institute Of Chicago
    Board Of Trustees
    Art Institute Of Chicago Aug 2016 - Feb 2022
    Chicago, Il, Us
  • The Chicago Community Trust
    Board Of Trustees
    The Chicago Community Trust Aug 2016 - Jan 2022
    Chicago, Illinois, Us
  • We Rise Together: For An Equitable And Just Recovery
    Executive Leader
    We Rise Together: For An Equitable And Just Recovery Jan 2021 - Dec 2021
  • Commercial Club Of Chicago
    Civic Committee Leader
    Commercial Club Of Chicago Sep 2016 - Dec 2021
  • Chicago Run
    Board Member
    Chicago Run Sep 2012 - Dec 2018
    Chicago, Il, Us
  • Albany Medical Center
    Board Member
    Albany Medical Center Sep 2005 - Sep 2007
    Albany, Ny, Us

Paul T. Lambert Skills

Wealth Management Investments High Net Worth Individuals Series 7 Financial Advisory Securities Mutual Funds Portfolio Management Alternative Investments Finance Asset Allocation Wealth Management Services Series 63 Asset Management Uniform Combined State Law Retirement Planning Equities Investment Advisory Banking Series 65 Leadership Financial Planning Strategic Financial Planning Securities Regulation Trading

Paul T. Lambert Education Details

  • Suny Geneseo
    Suny Geneseo
    Management Science • Finance
  • London Metropolitan University
    London Metropolitan University
    International Studies

Frequently Asked Questions about Paul T. Lambert

What company does Paul T. Lambert work for?

Paul T. Lambert works for Indivisible Partners

What is Paul T. Lambert's role at the current company?

Paul T. Lambert's current role is Strategic Advisor & Coach | Experienced Wealth Management Executive | Founder.

What is Paul T. Lambert's email address?

Paul T. Lambert's email address is paul_lambert@ml.com

What is Paul T. Lambert's direct phone number?

Paul T. Lambert's direct phone number is (518)-462*****

What schools did Paul T. Lambert attend?

Paul T. Lambert attended Suny Geneseo, London Metropolitan University.

What skills is Paul T. Lambert known for?

Paul T. Lambert has skills like Wealth Management, Investments, High Net Worth Individuals, Series 7, Financial Advisory, Securities, Mutual Funds, Portfolio Management, Alternative Investments, Finance, Asset Allocation, Wealth Management Services.

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