Meet Bob Lampkin

Financial Advisor | Institutional Steward | Behavioral Finance & Governance Consultant

Solving Complex Organizational & Financial Challenges Through Behaviorally-Tested Stewardship.

🌟 The LifeTree Difference
I bridge Wall Street rigor (Morgan Stanley, Merrill Lynch HNW) with a deep, human understanding of legacy and purpose (serving nearly 1,000 patients as a hospital chaplain). This unique background shapes an approach focused on accountability, integrity, and multi-generational impact.

My work helps organizations and families overcome the human element—the systematic cognitive biases—that often derail financial goals.

🎯 INDIVIDUAL & FAMILY WEALTH MANAGEMENT (LifeTree Wealth Advisors)
For over a decade, I've helped individuals and families navigate retirement, investment, and wealth transfer. True wealth is about building, protecting, and transferring legacy with purpose.

Comprehensive Planning: Coordination with CFP®, CRPC®, estate specialists, and senior care experts.

Focus Areas: High Net Worth (HNW) clients, Retirement Planning, Wealth Transfer.

Certifications: Federal Retirement Consultant | Multi-State Licensed.