Theadora Lamprecht

Advisor at Merrill

Updated today
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Firm

Merrill

Location

Savannah, GA 31401

Credentials

Series 66

Industry experience

3 years

About

Theadora Lamprecht is a Wealth Management Advisor with Merrill Lynch Wealth Management. She joined the Hamilton Group in 2014 and was named a Wealth Management Advisor in 2022. Theo brings over fifteen years of experience in the financial industry, having previously spent ten years working in private wealth management at JPMorgan. Her approach emphasizes placing clients’ best interests and aspirations at the core of a thoughtful and responsive process, focusing on problem-solving, simplifying complexity, and enhancing clarity.

Theo holds the CERTIFIED FINANCIAL PLANNER® certification and the Chartered SRI Counselor™ designation, which specializes in Impact investing and Environmental, Social, and Governance (ESG) investing. She earned both her Bachelor of Business Administration and Master of Finance degrees from Walsh College of Accountancy and Business. In addition to her professional credentials, Theo is a member of the Bank of America Inter-Generational Network as a Generational Ambassador and the CFP Board.

Outside of her professional activities, Theo resides in South Lyon, Michigan with her husband and their twin daughters. She and her family enjoy traveling worldwide to explore new cultures and maintain an active lifestyle. Theo is also involved with several community organizations, including the Children’s Foundation, Habitat for Humanity, Red Cross, and Susan G. Komen.

Expertise

Wealth management ESG / Sustainable investing Charitable giving & philanthropy Family Business

Demographic focus

Women Professionals Women's Finance

Work history

Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED

2020 - Present (6 years)

Bank of America

2019 - 2019 (1 year)

Explo

2018 - 2018 (1 year)

Barnard Alumnae Relations Department

2017 - 2019 (2 years)

Barnard College of Columbia University

2016 - 2020 (4 years)

TASIS - The American School in England

2012 - 2016 (4 years)

Disclosures

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