Lincoln Financial Advisors has named Stefan Lambert as its new managing principal, who will supervise recruitment of new advisors, retention and risk management.
Lincoln Financial Advisors’ Atlantic Regional Planning Group, which includes the Northern Virginia planning offices managing director Michael McFeeley said, "Stefan’s extensive management experience within the industry will bring great value to our advisors and organization as a whole."
Lambert has 22 years of expertise of finance sector and began his career as a financial advisor with Smith Barney in New York and in 2000, and served as the assistant branch manager, vice president of investments in the firm.
After that Smith Barney, he joined UBS Financial Services as a branch manager, director in Vienna, in 2003, the underwriter said.
Lincoln Financial Network is the marketing name for the retail sales and financial planning affiliates of Lincoln Financial Group and includes Lincoln Financial Advisors and Lincoln Financial Securities Corporation, both members of FINRA and SIPC.
The firm caters financial planning and advisory services, retirement services, life products, annuities, investments, and trust services to affluent individuals, business owners, and families, through 8,000 representatives, agents, and full-service financial planners, across the US.