John Lambert

Senior Vice President, Financial Advisor

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John Lambert

MY MISSION STATEMENT

Experience, intellectual capital and dedicated personal service to help you meet your life goals

My Story and Services

John Lambert

John E. Lambert, Senior Vice President, joined Morgan Stanley Wealth Management as Branch Manager of the 555 California Street Office, January, 2014. 

Prior to Morgan Stanley, John was a Regional Director with Neuberger Berman since 2009, heading Wealth Management efforts in the western region. Prior to joining Neuberger, he spent seven years at KCM Investment Advisors, an independent investment management firm. While at KCM, John’s high touch approach to client service was instrumental in growing the firm’s assets under management to over $3 billion.

Previously, John held positions in different business ventures in the commercial real estate, finance, tax appeal, non-profits and e-commerce industries. He was also a first round selection in the National Basketball Association draft and played professionally with three NBA teams and in Italy. He received a BA (with honors) from the University of Southern California.

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Services Include

  • 401(k) Rollovers
  • 529 Plans
  • Alternative Investments
  • Annuities
  • Asset Management
  • Business Succession Planning
  • Cash Management
  • Defined Contribution Plans
  • Estate Planning Strategies
  • Exchange Traded Funds
  • Lending Products
  • Municipal Bonds
  • Retirement Planning
  • Sustainable Investing
  • Taft-Hartley Plans

Securities Agent: CA, FL, IL, MA, NV, RI, UT, WA; General Securities Representative; Investment Advisor Representative

NMLS#: 1167071


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Working With You

Working With You

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Experience & Education

Experience:

  • Jan. 2014 - Present: Morgan Stanley: Branch Manager
  • Jan. 2009 - Jan. 2014: Neuberger Berman: Senior VP / Regional Director
  • 2002 - 2009: KCM Investment Advisors: Principal

Education:

  • B.A. from the University of Southern California
  • Series 7, 9, 10, 22, 24 & 66 Licensed



Location

Location

  • 3562 Round Barn Circle 1st Fl
  • Santa Rosa, CA 95403


    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact John Lambert today.

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