Matthew Lambertson
Financial Advisor for Business Professionals
- Role
- Financial Advisor at Edward Jones
- Location
- Midland, MI, US
- LinkedIn followers
- 500 followers
About Matthew Lambertson
Being able to truly make a difference in people\'s lives is the best part of what I do. It is incredibly rewarding to help my clients achieve their financial goals.No two clients have the same needs or strategies to achieve their goals. Everyone has a different destination, and I want to be the guide that gets you there. Together, you and I will work together to form the path to your financial goals, and when bumps in the road come up, we will work through them as a team.As a dedicated Edward Jones financial advisor, I bring a wealth of knowledge and a strong educational background to the table. I am a proud graduate of Saginaw Valley State University, where I earned my bachelor\'s degree in business administration, setting the foundation for my career in finance. Prior to joining Edward Jones, I spent seven successful years at Frankenmuth Credit Union, honing my skills in financial management.I actively engage with the Midland Home Builders Association, serving as a valued member of the Membership Committee. I believe in the importance of this group and the sense of community that comes along with it.In my personal life, I cherish my role as a husband to my wonderful wife, Hope, and as a father to our delightful 1 year-old son, Harvey. Hope and I are self-proclaimed foodies and are not afraid to venture out and make a day trip to try new food! Hope also has a passion for making crafts when she is able to find time. As for Harvey, he loves to try and stand by himself and work on his balance.With a solid background in finance and a commitment to community, I am well-equipped to guide you on your financial journey. Together, we can work toward building a secure and prosperous future while taking time to enjoy everything life has to offer along the instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
Experience
Financial Advisor
Jun 2022 — Present
Education
Saginaw Valley State University
Bachelor's degree
2015 — 2020
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