ADVISORHUB’S ADVISORS TO WATCH
Jeremy A. Lambert, AIF®, CEPA®, Executive Vice President / Wealth Management, Financial Advisor, has been named one of AdvisorHub’s 150 Advisors to Watch Over $1 Billion. The list highlights advisors with sophisticated practices, great growth and a commitment to professionalism. These 150 advisors have assembled large, productive teams and achieved scale without compromising their level of service.
AdvisorHub’s Advisors to Watch rankings was developed by AdvisorHub. Nominees were required to have a minimum of seven years experience, $150m minimum AUM, and a clean regulatory record. Advisors were ranked on the size and makeup of their practice; year-over-year growth; and professionalism and character. AdvisorHub does not receive compensation in exchange for placement on the ranking.
ABOUT JEREMY A. LAMBERT, AIF®, CEPA®
Jeremy was awarded Forbes Top Next Gen Wealth Advisor and Forbes Best-in-State Wealth Advisor (Delaware) for 2024. In addition, Jeremy was named as Top 40 Brokers under 40 by Financial Planning magazine in their 2023 national rankings. Along with Michael, Jeremy was awarded Financial Advisor of the Year by Janney in 2021.
Jeremy’s extensive knowledge in financial planning—retirement, estate, education and asset allocation— ensures that our group is able to offer comprehensive financial planning services to every one of our clients. In order to coordinate and implement strategies, Jeremy works comprehensively with clients' attorneys and CPAs. He graduated from the University of Delaware with a Bachelor of Science degree in Finance. Jeremy enjoys running, boating and spending time with his wife, Danielle, their daughter, Brynn, and sons Carter and Dylan..
