Betty L. Lamb - Morgan Stanley Financial Advisor - Pittsburgh , PA
Morgan Stanley
Betty L. Lamb, CFP
Senior Vice President
Financial Advisor
CERTIFIED FINANCIAL PLANNER
Senior Investment Management Consultant
One PPG Place
Suite 1300
Pittsburgh , PA 15222
tel: (412) 392-5843
fax: (412) 392-0318

The individuals and families we serve are an exceptional group of people. Some are multi-generational families.  Others are entrepreneurs and small business owners. Still others are single women professionals and widows. Essentially, all have accumulated significant assets and need help in identifying the appropriate strategies to effectively preserve, enhance and ultimately transfer their wealth.
 
As one of the first women to begin a career in financial services in the mid-1970s, I know what it takes to achieve personal and professional goals. I understand the hardships you must face; the decisions you must make.  I’ve built my practice over the past 38 years around customizing financial strategies for people just like you.
 
Our clients believe, as we do, in the importance of working together with their financial advisor to build a longstanding relationship. They have grown to depend on our ability to deeply listen to them, so that we may clearly articulate their goals and aspirations. And above all, they have come to appreciate our true passion for wanting to help them solve their financial challenges. We do this together through the creation and activation of a comprehensive wealth management plan that serves as a personalized roadmap to helping them achieve financial success for themselves and future generations.
 
A seasoned wealth management team, our ultimate mission is to empower you to be confident in your financial decisions through education and understanding.  We are committed to helping you grow and protect your assets, while inspiring a level of confidence that enables you to spend less time worrying about your finances and more time enjoying your life and your family. We strive to be your primary financial advisor, working with your other trusted advisors to provide timely and objective advice, and earning your trust every day to make a real difference in your life.

The investments and services listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice.  This material was not intended or written to be used, and it cannot be used, for the purpose of avoiding tax penalties that may be imposed on the taxpayer. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

Morgan Stanley Smith Barney LLC.  Member SIPC.

Associations
  • Pittsburgh Stock and Bond Club
  • Greater Pittsburgh Society of Certified Financial Planning Member
  • Boys and Girls Club of Western Pennsylvania
    Former Chair of the Board
  • United Way of Allegheny County
    Alexis de Tocqueville Society member
  • United Way of Allegheny County
    Women's Leadership Council Member
  • International Women's Forum Pittsburgh Chapter member
Services
  • Asset Management
  • Estate Planning
  • Wealth Management
  • Endowments and Foundations
  • Financial Planning
  • Fixed Income
  • Lending Services
  • Retirement Planning
  • 529 Plans
  • Municipal Bonds
  • Long Term Care Insurance
  • Education Planning
  • 401(k) Rollovers
  • Insurance Services
Education and Licensing
  • CERTIFIED FINANCIAL PLANNER
  • Series 7, 63, and 65
  • Series 31 - Managed Futures & Commodities, 2010
Honors and Recognition
  • Betty L. Lamb Recognized as a FIVE STAR: Best in Client Satisfaction Wealth Manager(SM)
  • Four Year Winner (2009, 2010, 2011 and 2012)
  • List appeared in The Pittsburgh Magazine - July 2012
Business Experience

  • Over 33 years experience in Financial Services Industry

  • Morgan Stanley* - 06/2009- present

  • First Vice President
    Investment Management Consultant

  • Citigroup Smith Barney - 02/2006-06/2009

  • First Vice President - Wealth Management

  • Legg Mason Wood Walker Inc. - 11/1987-02/2006

  • First Vice President- Wealth Management

  • Legg Mason Masten, Inc. - 05/1981-11/1987

  • Financial Advisor

Bulletin Board
  • See May On the Markets from the Global Investment Committee featuring

    • "Don’t Get Caught Flat- Footed" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, sees investing as a contact sport. There are times you are going to get hurt, but if you don’t play with a purpose, you are likely to hurt a lot worse.

    • "Growth a Little Later, Rate Hike a Little Sooner" First-quarter US economic data was disappointing, but we expect better reports as the year progresses. We now anticipate the Fed hiking interest rates in December instead of March 2016, our previous forecast.

    • "Still Bullish on Global Equities" Morgan Stanley & Co. strategists see the greatest upside potential in Europe, Japan and the US, and the least in the emerging markets.

    Plus, more on equities, fixed income securities and a Q&A on global investing with Carmel Wellso, director of research and a fund manager for Janus Funds.

  • We are pleased to announce that Betty L. Lamb, CFP , First Vice President, Financial Advisor, was recognized as a winner of the FIVE STAR: “Best in Client Satisfaction Wealth Managers,” in the July 2014 edition of the Pittsburgh Magazine. Please see “In the Press” for details, methodology, and criteria.”

Betty L. Lamb holds the following registrations:
Securities Agent: AK, AL, CA, CO, CT, FL, IL, IN, MA, MD, MI, MO, MS, NC, NJ, NV, NY, OH, OK, PA, SC, TN, TX, VA, WV; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

NMLS#: 1312763

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Awards Disclosures

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