Our Story
Many would say that starting a career in the financial services industry in 2001 during the throes of the dot-com crash is less than ideal. I would agree. Fortunately, I was naïve and excited to find something I considered more than just a job.
The ensuing 14 years had a profound impact on who I am today. They are why I broke free from the Wall Street wire-houses and discount-brokerage juggernauts where corporate boards and sales managers determine what’s important instead of the clients. In fact, the client experience I’ve built was forged by those experiences.
After countless conversations with family and friends, I finally shed the handcuffs of proprietary products and sales quotas. The idea was to build a practice from the ground up by rejecting the conventional attitudes of our industry. No more industry jargon. No more pie charts. No more broker speak. So, on January 5, 2015, I founded Canvasback Wealth Management. It was and continues to be a dream realized.
Just as the Canvasback story is a collection of experiences from the past two decades, so is the story of each member of our Canvasback family. You, too, have a story, and we love hearing each one. It allows us to better understand what has made you and your family into the people you are today. And if I want to be an effective partner and leader for my clients, what could be more important?
Oh … and why a duck? I don't remember when I first heard the term “canvasback,” but what could be a better metaphor for our business? You probably remember that old saying about ducks always being calm on the surface, but underneath they paddle like … well, you remember. In today’s world, where sensationalized news is the norm and everyone claims to have the better mouse trap, it’s important for clients to keep calm and stay focused.
Brannon T. Lambert, CFP®, CPFA®, CEP® Founder | Financial Advisor | Public Speaker
Professional Background
Brannon started his career as a financial advisor in 2001 with American Express Financial Advisors. Over those first 14 years, he also worked with Merrill Lynch and TD Ameritrade before taking the leap to independence. On January 5, 2015, he founded Canvasback Wealth Management, LLC.
In 2004, Brannon earned his Master of Trust & Investment Management from Campbell University. The following year, he became a Certified Financial Planner™ (CFP®) professional. Brannon continued his professional education a few years later by earning the Certified Plan Fiduciary Advisor® (CPFA®) designation in 2019 and the Certified Estate Planner® (CEP®) designation in 2020.
What Matters Most
Although a native of West Virginia, I have lived in North Carolina since moving to Wilson to begin college in 1992. I now live in Raleigh with my wife, Marissa, daughter, Jerri, and son, Forde.
I come from a blue-collar background. My work ethic and desire to serve others came directly from my parents. In all my years growing up, I don’t recall my mother or father ever missing a day of work. Their dedication to providing for the family regardless of any obstacles taught me lessons that can’t be found in books. Those lessons still serve me today, thus our motto, “Relentless by Nature.”
When not at the office, I prefer to be outdoors. Whether hiking with my daughter, taking walks with my son, camping with my wife, trout fishing in the mountains or putting hammer to nail, I simply prefer the outdoors.
Client Centered
Whether you are investing to build wealth, protect your family or preserve your assets, our personalized service focuses on your needs, wants and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.