George D. Lambert, III
Jupiter, FL 33478
Telephone: 561-747-0867
Fax: 775-521-9528
E-mail: GDLambert@e-financialwriter.com
1995-present
Financial writer
FINRA Arbitrator
1986-1995
Certified Financial Planner™/Pre-Divorce Financial Consultant
Designed
and presented seminars on retirement planning, estate
planning, tax planning, pre-divorce financial planning for
women, planned giving, and employer-sponsored retirement
plans
Wrote
comprehensive financial plans
Evaluated portfolios
Securities arbitrator - American Arbitration Association
Education:
Bachelor of Business Administration (summa cum laude), Northwood University, West Palm Beach, FL
College for Financial Planning, Denver, CO
Additional training:
Employment
Arbitration - NASD
Securities Arbitration - NASD, NYSE, and American Arbitration
Association
Estate planning
Income tax preparation
Pre-divorce financial planning
Asset allocation
Charitable giving
Employee benefit programs
Expert witness testimony
Novel writing workshop - Writer’s Digest School
Previous Licensing:
NASD
Series 7 and 63
Life, health, and annuity licenses for FL, CO, OH
International Board of Standards and Practices for Certified
Financial Planners
Certified Divorce Financial Analyst
Publishing credits:
Copywriter and newsletter editor - Weiss Research
Author - A Boomer's Guide to Long-term Care
Copywriter - Leads Hotline
Copywriter - Trimark Press
Copywriter - Northern Trust
Web content writer - Forbes.com
Copywriter - Kiplinger's
Copywriter - Wellspring Publishing
Copywriter - World Bank, Investigative Division
Web site editor - Costa Rica Accounting and Business Center
Contributing editor - Annuity News & Lifelines
Copywriter - Ann Arbor Annuity Exchange
Web content writer - Investopedia
Training program developer - The Society of Certified Retirement
Financial Advisors
Copywriter - Kelly Financial Resources
Copywriter - Editor's Ink Editorial Services
Web content copywriter - Financial Visions
Newsletter copywriter - WPI Communications
Newsletter copywriter - NF Communications
Online education program developer - Powered.com
Online education program developer - BloombergUniversity.com
Web content copywriter - Forefield, Inc.
Web content and newsletter copywriter - Wilmington Trust Company
Real Estate Today - Women: Take Aim At Your Goals
The Courier Journal - Real Estate Investment Can Enhance
A Portfolio
Fort Lauderdale Magazine - What Happens If It Lands In
Your Lap?
Fort Lauderdale Magazine - Women’s Need For Financial
Planning
Rotary Club of Jupiter-Tequesta - Editor of The
Enlightener weekly newsletter
Author - A Donor's Guide to Planned Giving
Web content copywriter -
Circle Lending
Specialties:
I have a wide range of financial planning, investment, and insurance experience and can take complex topics and present them in basic easy to understand terms.
I am looking for freelance contract positions with financial institutions, web site developers, and marketing firms and can work independently or remotely as part of a team.
Potential projects include:
Web site content development
Financial book reviews
Client newsletters
Sales piece copywriting
Advertorials
Seminar design
Shareholder reports
Corporate history
Online course development and instruction
Expert Witness Testimony
White papers
Telecommuting is my preferred method of working.