Julie Lambert Email & Phone Number | As a Schwab VP - Branch Manager, I lead a team of Financial Consultants focused on helping you create a better financial life. At Schwab, we are committed to providing advice unique to your situation that is clear, relevant, and actionable, and we’ll work hard to find solutions and strategies that are right for you. We can assist you with: • Wealth management • Investing • Portfolio analysis • College planning • And more And you’ll benefit from Schwab’s modern approach to wealth management – one that is all about transparency, value, and helping you take ownership of your finances. The best results come from being fully engaged: Let’s work together to make a difference in your financial future. To start the conversation, call me at 972-588-1753 or email me at: Julie.Lambert@schwab.com.

Julie Lambert

As a Schwab VP - Branch Manager, I lead a team of Financial Consultants focused on helping you creat...
Plano, Texas, United States

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Julie Lambert’s Location Plano, Texas, United States

Julie Lambert’s Current Industry Charles Schwab

Julie Lambert’s Prior Industry Fidelity Investments

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VP - Branch Manager

2014-06-01 00:00:00 - Present

Vice President - Senior Branch Office Manager

2008-11-01 00:00:00 - 2014-06-01 00:00:00

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Julie Lambert is a As a Schwab VP - Branch Manager, I lead a team of Financial Consultants focused on helping you create a better financial life. At Schwab, we are committed to providing advice unique to your situation that is clear, relevant, and actionable, and we’ll work hard to find solutions and strategies that are right for you. We can assist you with: • Wealth management • Investing • Portfolio analysis • College planning • And more And you’ll benefit from Schwab’s modern approach to wealth management – one that is all about transparency, value, and helping you take ownership of your finances. The best results come from being fully engaged: Let’s work together to make a difference in your financial future. To start the conversation, call me at 972-588-1753 or email me at: Julie.Lambert@schwab.com.