Ken Lampert
Financial Advisor – Wealth Management
Direct:
(781) 263-6894(781) 263-6894
My Mission Statement
I will utilize my broad experience in the financial services industry and my deep financial acumen, combined with access to a vast array of resources and a dedication to providing customer service that is second to none, to collaborate with clients as they work towards achieving their goals.
My Story and Services
Ken Lampert is a Financial Advisor at Morgan Stanley who offers insightful advice and personalized investment strategies to his clients. As a sole practitioner, Ken truly believes in providing a personal client experience where accessibility is a priority- when clients call with a question, they can expect to reach him directly or hear back promptly.
Ken’s approach is grounded in understanding the full picture: his clients’ goals, their families, and what matters most to them. He focuses on positioning clients for success by managing investments to pursue strong long-term results in a way that aligns with each client’s risk profile. A core component of his process is thoughtful asset allocation, building portfolios with prudent stock, bond, alternatives, and cash exposures informed by market dynamics and client objectives.
Ken earned a B.A. in Economics/Accounting from Holy Cross College in Worcester, Massachusetts and an MBA in Finance from Bentley University. Ken began his career in accounting and finance in 1990 and spent nearly three decades in a range of corporate finance and reporting roles before transitioning to a client-facing advisory practice in late 2018, when he joined Morgan Stanley. Ken holds the Series 7 and Series 66 licenses, as well as a Massachusetts Resident Individual Producer Insurance License and a Nationwide Mortgage Licensing System (NMLS) license.
He currently resides in Winchester, Massachusetts, and has been married to his wife, Lisa, since 1997. They have three adult sons; Patrick, Jack, and Tommy. Outside the office, Ken enjoys outdoor activities such as cycling and skiing, and he serves his community as Treasurer for the Winchester Farmers Market.
With his experience and knowledge, Ken takes great pride in building long-lasting relationships with his clients and helping them navigate through challenging life circumstances, as well as challenging market conditions. He strives to guide individuals and their families on the right financial path to achieve their goals and help secure their financial future.
Ken’s approach is grounded in understanding the full picture: his clients’ goals, their families, and what matters most to them. He focuses on positioning clients for success by managing investments to pursue strong long-term results in a way that aligns with each client’s risk profile. A core component of his process is thoughtful asset allocation, building portfolios with prudent stock, bond, alternatives, and cash exposures informed by market dynamics and client objectives.
Ken earned a B.A. in Economics/Accounting from Holy Cross College in Worcester, Massachusetts and an MBA in Finance from Bentley University. Ken began his career in accounting and finance in 1990 and spent nearly three decades in a range of corporate finance and reporting roles before transitioning to a client-facing advisory practice in late 2018, when he joined Morgan Stanley. Ken holds the Series 7 and Series 66 licenses, as well as a Massachusetts Resident Individual Producer Insurance License and a Nationwide Mortgage Licensing System (NMLS) license.
He currently resides in Winchester, Massachusetts, and has been married to his wife, Lisa, since 1997. They have three adult sons; Patrick, Jack, and Tommy. Outside the office, Ken enjoys outdoor activities such as cycling and skiing, and he serves his community as Treasurer for the Winchester Farmers Market.
With his experience and knowledge, Ken takes great pride in building long-lasting relationships with his clients and helping them navigate through challenging life circumstances, as well as challenging market conditions. He strives to guide individuals and their families on the right financial path to achieve their goals and help secure their financial future.
Securities Agent: WA, MI, VT, UT, PA, FL, NJ, NH, NC, MA, IL, RI, GA, VA, KS, CA, AZ, NV, OR, ME, DC, TX, SC, CT, MT, NY; General Securities Representative; Investment Advisor Representative
NMLS#: 1891516
NMLS#: 1891516
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
My Four-Step Process
As a sole practitioner I try and make it a habit to always be available- if you have a question and call the office, I will be the one that answers the phone, and if I don’t I will get back to you quickly. My approach focuses on you, your family and your career - where you are today and where you want to go. Working together, we develop the strategies to help get you there, navigating life's challenges and helping you make more informed decisions about your wealth.
1. Introductory Call
I begin with an informal conversation to understand your financial concerns and determine how we can add value. If we all agree to move forward, we'll schedule our next meeting and request important financial information.
2. Get To Know You
I'll continue the dialogue by fostering an in-depth conversation where I'll learn about the values that shape your decisions and identify any unique circumstances. I'll also review the documents you've prepared and define your priorities.
3. Analysis & Plan Development
Here, I utilize proprietary financial planning tools to develop a personalized and detailed plan with recommendations to help you grow, preserve and transfer your wealth.
4. Implementation
In this step, I'll present appropriate strategies that are designed to work together to achieve your goals. Upon your approval, we may open new accounts for you at Morgan Stanley and initiate our investment recommendations. We may also begin to implement other strategies we've discussed. These often encompass tax-efficient investment planning, as well as risk management and estate planning strategies.
Retire With Confidence
I can help you map a comprehensive retirement plan that dynamically adjusts investing strategies based on the different stages of your life and accounts for your investing preferences, legacy goals, and life events. Let's connect if you would like to learn more about how we can help you retire with confidence.
You’re Ready for Retirement. Is Your Portfolio?
What can you do to avoid running out of money in retirement? Fortunately, there are ways to help you prepare for the market's unknowns as you advance toward retirement.
You Work Hard, Make Your 401(k) Plan Work Harder
Retire the notion that it is still too early to save and start saving early so you will have the freedom to enjoy your future in style.
Tax-Efficient Investment Planning for Your Retirement
Figuring out ways to minimize how much the IRS takes from your retirement money should be a central part of retirement planning. Consider these strategies to help you reduce your taxable income, generate tax-advantaged growth potential in your accounts and preserve more of what you've worked so hard to save.
5 Mistakes to Avoid in Retirement
To keep your life and retirement goals on track, here are several pitfalls to avoid, as you embark on this new, exciting chapter in your life.
A Simple Six-Step Retirement Checkup
How much money is enough for a comfortable retirement? Here are three strategies that may help you optimize your plan in the year ahead.
Are You Prepared for Retired Life?
Your retirement has the potential to be the most fulfilling period of your life–but you need to have a plan for your time as well as your finances. Contact us to align your financial plan and portfolio with your retirement goals.
Everything You Need, All In One Place
As a Morgan Stanley client, you have access to a suite of digital tools and resources aimed at helping you manage your finances with greater use.
Morgan Stanley Online
Morgan Stanley Online (MSO) enables you to view your account activity, manage your everyday finances, and authorize transactions.
Learn More
Total Wealth Tool
You can now conveniently view your accounts from other financial institutions on Morgan Stanley Online giving you a complete financial picture.
Learn More
Online Security Center
Safeguarding your assets and personal information is among our highest priorities.
Learn More
Mobile App
Access your Morgan Stanley Online account from anywhere. Download to your mobile device and login with your MSO login information.
Learn More
Spending & Budgeting
At Morgan Stanley, you have access to Spending and Budgeting tools to help you manage your cash flow across all of your accounts at Morgan Stanley, as well as those held at outside financial institutions. These tools allow you to track spending patterns using cash flow, income and expense analysis.
Digital Vault
Keeping important documents and financial records organized and readily available is one of the best gifts you can give those you love. In the event of catastrophe or serious illness, disability or death, your Family Records Organizer can immediately provide vital, timely information to both your family and professional advisors.
Learn MoreInsight & Update
I strive to simplify complex financial ideas into a digestible format so that clients can truly understand the work which goes into planning for their financial future and livelihood. The resources below provide in-depth analysis on current market events and finance topics that are affecting the business world today.
Global Investment Office
The Morgan Stanley Global Investment Office provides you with world-class thought leadership timely market commentary, and portfolio ideas to help guide your investment decisions.
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Thoughts on the Market Podcast
With perspective on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Learn More
On the Markets
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
Learn More
Morgan Stanley Research
Through timely, in-depth analysis of companies, industries, markets and world economies, Morgan Stanley has earned its reputation as a leader in the field of investment research.
Learn MoreLocation
112 Worcester Street
Wellesley, MA 02481
US
Direct:
(781) 263-6894(781) 263-6894
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Iran Conflict: Seven Takeaways for Investors
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Ready to start a conversation? Contact Ken Lampert today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The 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:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
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. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The 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:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
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. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
