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

My goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.

  • 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
  • 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
  • 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 January On the Markets from the Global Investment Committee featuring

    • "2015: The Great Rebalancing Act" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, sees a global rebalancing this year that should lead to broader economic and earnings growth, including an acceleration in Europe, Japan and several emerging markets. He is still bullish on US equities, but even more so on stock markets in Europe and Japan.

    • "The US Economy: Are We There Yet?" The US is in the midst of a tepid cyclical pickup in aggregate demand, writes Vincent Reinhart, chief US economist for Morgan Stanley & Co. Lower energy costs should help boost economic activity in the near term, and fiscal policy is becoming a bit more supportive of growth.

    • "Volatility … It’s Back!" The Federal Reserve’s unconventional Quantitative Easing (QE) policy of the past five years kept market volatility in check. Now that QE is over, volatility is picking up. Here are some ideas for investors on how to deal with market swings.

    • Plus, look for more on US and global equities, fixed income investments, commodities and real estate.

  • 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;

CA Insurance Lic. 0536761
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.
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*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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