Meet the Pacific team

Territory: AK, AZ, CA, HI, NM, NV, OR, WA

headshot of  Stefan Lambert

Armand Alaverdian is a seasoned financial services executive with over 25 years of experience. He specializes in offering education, guidance and support to experienced advisors who aim to establish independent wealth management practices. Throughout his career, Armand has empowered numerous advisors to embrace the freedom and flexibility that benefits both themselves and their clients.

Armand is responsible for partnering with experienced advisors across the Pacific territory to understand their goals for growth and delivering a differentiated client experience.

“I’m passionate about helping advisors find the right leadership, support and resources they need.”

Interested in learning more about our organization and discovering how we give you the freedom and flexibility to grow your practice and serve your clients, with the operational support and technology of an established firm behind you?

Email for a confidential discussion

My territory: AK, AZ, CA, HI, NM, NV, OR, WA

Meet my internal partner

headshot of  Stefan Lambert

Jason collaborates closely with Market Directors in the territory to engage experienced advisors interested in our supported independence model. He leads sourcing initiatives, addresses questions and issues, shares accountability for successful outcomes, and supports Market Directors in their efforts within the territory.

GE-8781456.1 (02/2026) (Exp. 02/2030)