Betty L. Lamb - Morgan Stanley Financial Advisor - Pittsburgh , PA
Morgan Stanley
Betty L. Lamb, CFP
Senior Vice President
Financial Advisor
CERTIFIED FINANCIAL PLANNER
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.

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 December On the Markets from the Global Investment Committee featuring

    • "Keep Those Emotions in Check" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, notes that the greatest determinant of investment success may be one’s ability to control his or emotions and not overreact on the downside—or the upside.

    • "Lower Your Sights" The 10-year outlook from Morgan Stanley & Co. strategists calls for lower stock and bond returns. They also anticipate lower inflation in which case real returns should not go down as much as nominal returns.

    • "Gold and Inflation—It’s Complicated" Of course, gold has a link to inflation, but growth in money supply and nominal GDP count, too.

    • Plus, look for more on global equities and fixed income investments.

  • 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, OR, 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.
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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