08.30.2024

Lindsay Lambert and Carl Lambert Join Wealth Partners Alliance as a Team In the Houston Office

Houston, TX — August 30, 2024 - Wealth Partners Alliance (WPA) is happy to announce that Lindsay Lambert and Carl Lambert have joined the Houston team with a focus on corporate retirement planning and wealth planning for individuals and employees. They are joined by their Client Service Associate, Fran Levy.

“We are delighted to add Lindsay, Carl, and Fran to the team,” said WPA Houston’s Managing Partner, Mandy Haskell. “Their extensive experience in the corporate retirement planning world, coupled with their deep understanding of client needs, is a tremendous asset to our firm. Lindsay and Carl bring a wealth of knowledge and a proven track record of building strong client relationships, which will enhance our ability to provide exceptional service and innovative solutions to clients.”

Specializing in the world of corporate retirement planning, Lindsay Lambert is dedicated to leveraging her expertise to assist businesses in tailoring their retirement benefits to align with their unique objectives and ensure the financial well-being of their employees. Lindsay brings with her an impressive multi-decade career with industry giants such as Morgan Stanley and UBS. Prior to joining WPA, Lindsay held the role of Senior Vice President – Financial Advisor, Corporate Retirement Director at RBC Wealth Management. In this capacity, she provided invaluable guidance and strategic planning to numerous corporate clients, solidifying her reputation as a trusted advisor in the field.

Lindsay Lambert holds multiple different designations, solidifying her reputation as a trusted advisor in the industry. She is a Certified Plan Fiduciary Advisor (CPFA®), a Certified 401(k) Professional (C(k)P®) and a Chartered Retirement Plans Specialist (CPRS®).

Carl Lambert specializes in serving as a fiduciary for corporate retirement plans, helping individuals generate and preserve wealth, and guiding them through retirement and legacy planning. His comprehensive approach ensures clients receive personalized strategies tailored to their unique financial goals and needs. Prior to joining WPA, Carl was a Senior Vice President – Financial Advisor Corporate Retirement Director at RBC Wealth Management with a distinguished career spanning several decades, Carl brings a wealth of expertise to the team.

“We made the decision to join Wealth Partners Alliance and the Concurrent team because they were founded by advisors who genuinely understand the current fiduciary landscape and all that it takes to maintain and grow your business” says Lindsay Lambert. “Our family built our business one phone call at a time, and Concurrent + WPA understand the foundation of our relationships. They recognize and respect our ownership in the business, which was a crucial factor in our decision.”

“This move brings significant advantages for our clients, who will benefit from enhanced flexibility through diverse platforms, state-of-the-art technology, and comprehensive access to the latest market insights and data.” Lindsay shared, “I am excited about the opportunities this transition provides. This change ensures that our clients’ unique needs and goals are met with the highest level of expertise and care possible.”

The Lambert team’s addition further underscores Wealth Partners Alliance’s ongoing commitment to growth, expansion and to be the destination for both clients and advisors to experience the innovation in wealth management, and independent financial advice.