Benjamin Lambert, Private Financial Advisor

SunTrust Investment Services, Inc.

Benjamin Lambert Photo
Benjamin Lambert, Private Financial Advisor

SunTrust Investment Services, Inc.

-Hide Locations

16131 WASHINGTON HIGHWAY

DOSWELL, VA 23047

1340 WEST WASHINGTON STREET

PETERSBURG, VA 23803

1941 SOUTH SYCAMORE STREET

PETERSBURG, VA 23805

919 East Main Street,

Richmond, VA 23219

Check the background of this investment professional on FINRA's BrokerCheck

About

Benjamin J. Lambert IV, "Ben" has over 21 years of experience as a Private Financial Advisor. He specializes in retirement income planning for retired and soon to be retired individuals. Ben's focus is advising on the development and implementation of investment strategies to help clients meet their immediate and future goals. Ben follows a disciplined process of assessing a client's financial situation, determining risk tolerance, forming and executing an appropriate investment plan customized to meet the client's needs. Another focal point in his practice includes retirement plan consultations for small businesses. He also consults on college savings planning, estate planning, estate settlement and other critical financial strategies.

Ben is involved in the community as he currently serves on the boards of St. Bridget's Catholic School and the Virginia United Methodist Homes, Inc. He has served as Chairman and Vice Chairman of the Richmond Public Schools Education Foundation, Chairman and Treasurer of the Richmond Public Library Foundation, Chairman of the St. Paul's Catholic Church Finance Council and board member of Theatre IV, the Richmond Boys Choir, Team Up Richmond as well as the City of Richmond Library Board.

Ben is a native of Richmond and a graduate of Benedictine High school. He received his Bachelor's degree in Banking & Finance from Morehouse College in Atlanta, GA. He and his wife, Mary have two children and reside in Midlothian, Virginia.

SunTrust Investment Services, Inc. is a full-service broker-dealer that is an integral part of SunTrust Banks, Inc. - one of the nation's largest and most respected financial services organizations. When you bring your investment needs to SunTrust you will benefit from a long history of management experience, an extensive range of financial products and solutions and personalized financial planning and advice. More importantly, you establish a relationship with a team of trusted advisors who can address all of your financial needs.

Continue Reading