The Importance of Being Prepared

John Lambert is a Senior Vice President and Financial Advisor with Morgan Stanley based in their Santa Rosa office.  John joined Morgan Stanley in January of 2014 as a producing branch manager in their office located at 555 California Street in San Francisco, California.  

Prior to joining Morgan Stanley Mr. Lambert was recruited by Neuberger Berman in New York to grow assets under management and increase visibility in a highly competitive marketplace. Mr. Lambert was promoted to Regional Director in first 18 months where he managed three wealth management offices in the west from their offices in San Francisco.

Before joining Neuberger Berman Mr. Lambert was a principal with KCM Investment Advisors in San Rafael, California.  John managed all sales and marketing strategies resulting in assets under management growing from $480 million to nearly $3.5 billion.

Mr. Lambert began his career in the financial services industry in 1986 following his career in professional sports.  After graduating with honors from the University of Southern California in 1975, John was the first round draft pick of the Cleveland Cavaliers in the NBA.  He also played for the Kings and Spurs before concluding his basketball career in Venice, Italy.

John has also held positions in a number of other business ventures including commercial real estate, finance, tax appeal, non-profits and e-commerce industries. Mr. Lambert has also worked with several television networks including ABC, ESPN, USA, Prime Ticket and Raycom where he provided color analysis for a variety of live sporting events.

John and his wife, Lauren, have recently moved to Healdsburg and are looking forward to making new friends and contributing to the enhancement of the local community.