Brad Lambert

Brad Lambert is the Regional Manager of Investments and Fiduciary Services for the Greater Bay Region, serving the East Bay, South Bay, and Monterey market places. The IFS team works with families to build, implement and manage comprehensive, multi-generational wealth plans while providing management for $4 billion in financial and non-financial assets. He came to the Peninsula/South Bay Region from Hilton Head Island, South Carolina, where he held positions at SunTrust Bank and BB&T.

From 2001 to 2006, Brad served as the Regional Investment and Trust Manager and Wealth Management Specialist for Wells Fargo Private Client Services in Las Vegas, NV. Prior to joining Wells Fargo in 2001, Brad was Private Planning Specialist with Merrill Lynch in San Diego, where he developed and delivered customized financial plans for families throughout the West Coast. Prior to Merrill Lynch, Brad worked as a business and tax specialist at Williamson & Associates in Columbia, SC

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