Equitable Advisors contacts

Meet the Mid-Atlantic team

Territory: DC, DE, MD, NJ, PA, VA

Stefan Lambert

Market Director

Stefan Lambert has a distinguished career in the wealth management industry, having been in the business for over two decades. He collaborates with lead advisors to provide strategic advice and planning, leveraging his extensive experience in business development and strategic leadership. Throughout his tenure he has demonstrated success in building high-performing teams, driving business development initiatives, and fostering strong relationships with clients.

Stefan has responsibility for partnering with experienced advisors across the mid-Atlantic territory to understand their goals for growth and delivering a differentiated client experience.

I’m passionate about helping advisors find the right leadership, support, and resources they need.

Interested in learning more about our organization and discovering how we give you the freedom and flexibility to grow your practice and serve your clients, with the operational support and technology of an established firm behind you.

Email for a confidential discussion

My territory: DC, DE, MD, NJ, PA, VA

Meet my internal partner

D’Ann Redd

Recruiting Director

(704) 634-7085

dann.redd@equitable.com

D’Ann collaborates closely with the Market Directors in the territory to engage experienced advisors interested in learning more about our supported independence model, while leading and driving sourcing initiatives, answering questions and resolving issues, sharing accountability for success in results and supporting Market Directors in their efforts within the territory.

See what else Equitable Advisors has to offer

GE-8305463.1 (08/2025) (Exp. 08/2029)

Individuals