Amber M. Lembo joined Integrated Wealth Management in May 2011. Prior to joining Integrated Wealth Management, she had been a Loan Assistant and Loan Operations and Documentation Specialist at Canyon National Bank/Pacific Premier Bank since 2008. Amber is also a Notary Public.

As Documentation Coordinator, Amber prepares all documentation required for new and prospective Integrated Wealth Management clients. Her responsibilities include a range of application preparation, verification and processing functions related to 401(k) accounts, insurance, corporate benefits marketing, direct business and accounts at Charles Schwab and John Hancock.

AMBER M. LEMBO

Documentation Coordinator

Amber is based at Integrated Wealth Management’s Palm Desert office. She can be reached at the contact information below:

Amber@IWMgmt.com email
(866) 888-6563 x213 phone
(760) 834-7213 phone
(760) 841-4539 fax

Print Friendly Print Get a PDF version of this webpage PDF
The Form ADV contains important information about the advisory services, fees, business, and background and the experience of advisory personnel.
It is publicly available and may be viewed at http://www.adviserinfo.sec.gov