William Stephens Lamb Jr

W. Stephens Lamb, Jr. has over 25 years of experience in financial services and has spent the last 20 helping families across the U.S. achieve their financial goals. His philosophy is simple: It takes more than the right investments to achieve returns. It takes a true partnership, a deep understanding of a person's values and aspirations, and consistent attention to detail. More than that, it takes treating a client's financial future as if it were his own.

Stephens has built his practice with this in mind, providing investment solutions and comprehensive financial planning services to families with multigenerational wealth, business owners, professionals, and other high-net-worth individuals. He acts as the primary resource for his clients for all financial matters, helping them to streamline their financial lives, and helping them to grow, preserve, and ultimately transfer their wealth. He has deep expertise in investment products, "family office" services, and trust and estate planning, and he builds deep and lasting relationships with his clients, their families, their attorneys, and their accountants to tailor the right portfolios and the right financial plans.

A Macon native, Stephens is deeply invested in the community and in serving those around him. He has been on the boards or in a leadership and service capacity for the Salvation Army SafeHouse, the Hay House, Macon Estate Planning Council, Youth Leadership Bibb County, Girl Scouts of Middle Georgia, Stratford Academy and Vine Ingle Little League; and he is a member of Idle Hour Country Club and the Macon Civic Club. Outside of his career, family and travel are his biggest passions.

Stephens is a graduate of the University of Georgia Terry College of Business, where he was a Presidential Scholar. He’s also a graduate of Cannon Financial Institute and has been designated a Certified Trust and Financial Advisor (CTFA™) by The Institute of Certified Bankers.