Paul LambertFounder, Co-President,
Advisor Teams

Paul’s role is to source, develop, and advance the elite group of advisors working on the Indivisible Partners Wealth Platform and to develop the vision, strategy, and architecture of our capabilities for clients.

As a wealth management veteran and former financial advisor, Paul’s passion is working directly with clients leveraging industry-leading capabilities and coaching advisors on growing and developing their businesses. Today at Indivisible Partners, he brings his wealth of mentoring experience and entrepreneurial success to our advisor teams.

In his 32-year financial services career, Paul spent 30 years at Bank of America/Merrill Lynch, where he was most recently President of Bank of America, Chicago Market and Merrill Lynch Division Executive, spanning 14 Midwestern states with 2,500 advisors across 110 offices. In these positions, Paul successfully shaped strategy, served clients across the entire company, improved financial performance, fostered a well-supervised business that prided itself on strong compliance, and drove record employee engagement. Previous roles at Merrill Lynch include Regional Managing Director leading the firm’s ultra-high net worth business in the Midwest; Director of the New York Capital Complex based in Albany, NY; and Senior Financial Advisor in Rochester, NY. Paul also has experience as a Senior Managing Director and Head of Strategy at Bates Group, LLC, a financial services compliance, regulatory, and litigation consulting firm where he assists in shaping the firm’s strategy toward growth and achieving record financial performance.

Paul believes that success is driven by hiring the best advisors and empowering them to partner with clients. When advisors listen to clients and offer them customized, objective advice along with guidance and education, the advisor-client relationship can rise to a new level of trust and transparency not seen today in our industry.