George D. Lambert, III
Jupiter, FL 33478
Telephone: 561-747-0867
Fax: 775-521-9528
E-mail: GDLambert@e-financialwriter.com

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1995-present

• Financial writer and editor

• FINRA Arbitrator

1986-1995

Certified Financial Planner™/Pre-Divorce Financial Consultant

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:

Marketing 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 and training program developer - 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
Financial section editor - A Blonde's Eye View
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
FitnessLink - Self Defense For The Not-So-Strong
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:

Telecommuting is my preferred method of working.