Stephen Lambert  352-527-1475 or 1-866-835-3599  slambert@agsecurities.com

For over 13 years, Stephen Lambert has worked in the government services industry.  He specialized in providing financial services for government agencies by serving as the Assistant Finance Director for the City of Crystal River before taking a position with the Hernando County Board of County Commissioners as a Budget Management Analyst.

Stephen now enjoys working full-time to provide financial services to people across the State of Florida.  He is committed to meet the needs of his clients by providing accurate information through a comprehensive analysis.  Stephen practices the philosophy of “knowledge is the key to success” by educating his clients and providing them with the tools necessary to meet their financial goals.

To better meet the needs of his clients, Stephen continues to educate himself by attending continuing education courses, seminars and conferences that afford him the opportunity to obtain additional insight regarding the latest financial issues, information and products. 

While working within the Florida Retirement System for over 13 years, Stephen has accumulated a wealth of knowledge that assists him in specializing with clients specifically in the Florida Retirement System.   His focus is aimed at maximizing retirement benefits, minimizing taxes, protecting family members, preserving assets and implementing savings strategies for each of his clients whether in or out of the Florida Retirement System.

Currently, Stephen resides in Citrus County, Florida along with his wife, Jessica who is the Communication Resources Director for the Citrus County Board of County Commissioners.