An experienced advisory team
living in the heart of Florida.


“If you want to have wealth, practice saving as well as spending.”
– Ben Franklin


Leeann Lambert

Registered Client Service Associate
Private Client Group

Leeann Lambert

Leeann not only serves our clients with a smile, but also with a great deal of experience as a registered client service associate. Her knowledge is indispensable in helping manage the administrative needs of the individuals and families we serve.

She began her career in the financial services industry in 1998 as an intern with Smith Barney and was promoted to branch administrator in 2000. She has also worked with Chase & Chase as a registered client service associate for more than 20 years. She currently holds Series 7, 9, 10 and 63 licenses.

Leeann earned a bachelor’s degree in finance and human resources from Florida Southern College. She is a native of Lakeland, where she currently lives with her husband, David, and children, Aidan and Lily. In her free time, she enjoys being with her family.