Heather J. Lambert

Senior Registered Client Associate

Tel: 804-583-1976

Email: [email protected]

Heather J. Lambert

“Getting to know clients on a personal level so that we build lasting relationships is one of the greatest aspects of my work.”

Serving my clients

I aim to exceed clients’ expectations and serve them in a friendly and efficient manner. With more than 25 years of experience in financial services, I’ve developed a knowledgeable, compassionate, calming, and timely approach to helping clients with any needs or challenges they might have.

About me

Outside of the office, I enjoy volunteering at our son’s school and supporting local youth sports programs. My husband, Brad, and I are avid football lovers and enjoy a healthy, competitive game among friends and with our two sons, Hunter and Carson.

Experience

Mullins & Gordon Financial Consulting and Wealth Management of Wells Fargo Advisors

Senior Registered Client Associate / Assistant Vice President

Premier Banking & Investments of Bank of America

Senior Registered Client Associate

Certification & Education

Registered Representative (FINRA Series 7)
Investment Advisors Representative (Series 63)
Investment Advisor Representative (Series 66)
Bachelor of Science in Business Administration with a concentration in Finance from Virginia Commonwealth University

Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, CA, CO, CT, DC, FL, GA, IL, MA, MD, MO, MS, NC, NJ, NY, PA, SC, TN, TX, VA, WV). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX