Todd Lambert

Todd Lambert is a Partner at SUMMIT FINANCIAL WEALTH ADVISORS in Lafayette, Louisiana, where he provides comprehensive investment advisory services to individuals and families. His key responsibilities include portfolio management, financial planning, and helping clients achieve their long-term financial goals.

Mr. Lambert brings over three decades of industry experience, having begun his career at Fidelity Investments in Dallas, Texas, where he worked in both the brokerage and 401(k) divisions. He later served as Manager at Legg Mason before joining Summit Financial Wealth Advisors in 2003, where he now specializes in retirement planning, wealth management, and asset allocation across equities, fixed income, and alternative investments.

He holds a degree in Business Administration from the University of Southwestern Louisiana and is recognized for his commitment to client relationships and sound investment strategy. Over his career, Lambert has helped clients navigate changing markets with a focus on long-term growth, risk management, and personalized financial solutions.