Founder - Co-President, Advisor Teams
Current
Jun 2024 - Present
AeroLeads people directory · profile
Paul T. Lambert Email & Phone Number
Strategic Advisor & Coach | Experienced Wealth Management Executive | Founder
at
Indivisible Partners
1 work email found
@ml.com
1 phone found area 518
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Strategic Advisor & Coach | Experienced Wealth Management Executive | Founder
Location
Hinsdale, Illinois, United States
Who is Paul T. Lambert? Overview
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Quick answer
Paul T. Lambert is listed as Strategic Advisor & Coach | Experienced Wealth Management Executive | Founder at Indivisible Partners, based in Hinsdale, Illinois, United States. AeroLeads shows a work email signal at ml.com, phone signal with area code 518, and a matched LinkedIn profile for Paul T. Lambert.
Paul T. Lambert previously worked as Founder - Co-President, Advisor Teams at Indivisible Partners and Senior Managing Director, Strategy and Business Development at Bates Group. Paul T. Lambert holds Bachelor Of Science (Bs), Management Science • Finance from Suny Geneseo.
Company email context
Email format at Indivisible Partners
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{first_initial}{last}@ml.com
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Profile bio
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!!
Listed skills include Wealth Management, Investments, High Net Worth Individuals, Series 7, and 21 others.
Current workplace
Paul T. Lambert's current company
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19 roles · 34 years
Paul T. Lambert work experience
A career timeline built from the work history available for this profile.
Senior Managing Director, Strategy And Business Development
Current
Aug 2022 - Present
Chairman, Emeritus Board
Current
Jan 2023 - Present
Private Investor
Current
Legacy Of Swf, Llc
Develop and manage Real Estate investment opportunities in Collier County, Florida
Mar 2022 - Present
Senior Advisor
Feb 2024 - Sep 2024
President, Chicago Market
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..
Aug 2016 - Mar 2022
Division Executive, Merrill Lynch Mid West & President, Bank Of America Chicagoland
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.
Sep 2011 - Mar 2022
Mid America Regional Managing Director, Private Banking & Investment Group
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.
Sep 2007 - Sep 2011
Director, New York Capital Complex
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.
2004 - Sep 2007
Associate Director, Paramus Complex
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).
2001 - 2004
~3 yrs
Resident Director
1999 - 2001
~2 yrs
Assistant Vice President • Senior Financial Advisor • Sales Manager
1995 - 2001
~6 yrs
Financial Advisor
1992 - 1995
~3 yrs
Board Of Trustees
Aug 2016 - Feb 2022
Board Of Trustees
Aug 2016 - Jan 2022
Executive Leader
We Rise Together: For An Equitable And Just Recovery
Jan 2021 - Dec 2021
Civic Committee Leader
Commercial Club Of Chicago
Sep 2016 - Dec 2021
Board Member
Sep 2012 - Dec 2018
Board Member
Sep 2005 - Sep 2007
2 education records
Paul T. Lambert education
Bachelor Of Science (Bs), Management Science • Finance
Suny Geneseo
International Studies
London Metropolitan University
FAQ
Frequently asked questions about Paul T. Lambert
Quick answers generated from the profile data available on this page.
What company does Paul T. Lambert work for?
Paul T. Lambert works for Indivisible Partners.
What is Paul T. Lambert's role at Indivisible Partners?
Paul T. Lambert is listed as Strategic Advisor & Coach | Experienced Wealth Management Executive | Founder at Indivisible Partners.
What is Paul T. Lambert's email address?
AeroLeads has found 1 work email signal at @ml.com for Paul T. Lambert at Indivisible Partners.
What is Paul T. Lambert's phone number?
AeroLeads has found 1 phone signal(s) with area code 518 for Paul T. Lambert at Indivisible Partners.
Where is Paul T. Lambert based?
Paul T. Lambert is based in Hinsdale, Illinois, United States while working with Indivisible Partners.
What companies has Paul T. Lambert worked for?
Paul T. Lambert has worked for Indivisible Partners, Bates Group, Chicago Run, Legacy Of Swf, Llc, and Capital Preferences.
How can I contact Paul T. Lambert?
You can use AeroLeads to view verified contact signals for Paul T. Lambert at Indivisible Partners, including work email, phone, and LinkedIn data when available.
What schools did Paul T. Lambert attend?
Paul T. Lambert holds Bachelor Of Science (Bs), Management Science • Finance from Suny Geneseo.
What skills is Paul T. Lambert known for?
Paul T. Lambert is listed with skills including Wealth Management, Investments, High Net Worth Individuals, Series 7, Financial Advisory, Securities, Mutual Funds, and Portfolio Management.
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