Randy S Lamberti
Senior Vice President,
Financial Advisor,
Financial Planning Specialist
Direct:
(802) 652-6028(802) 652-6028
Toll-Free:
(800) 446-0193(800) 446-0193
My Mission Statement
Our mission is to create and deliver some of the most useful investment and financial planning strategies to our clients.
My Story and Services
Randy began his career in 1998 after earning his Bachelor's degree from Springfield College in 1996. Randy spent a few years living in Boston after graduation before returning home to his "roots" right here in Vermont. He accepted his first job in the financial Industry with Sentinel Mutual Funds, before eventually joining forces with his father Ron at Smith Barney in 2000. After 10 years working side by side, Randy took over the business after his father retired.
One of the most gratifying things for Randy is the close personal relationships that have developed with his clients over the years. He truly enjoys sitting down with clients to understand what their specific financial goals are, and in turn developing a plan to help his clients meet and exceed their specific goals.
Randy was the Co-founder and Director of "The Autism Puzzle Foundation", a 501(c)(3) organization created to help children and families living in Vermont deal with the complexities and difficulties of being on the autism spectrum. He also helped design and build the first "Snoezelen" room (a sensory room) in Vermont called the "Imagination Station" that is located in Barre VT.
One of the reasons Randy moved back to Vermont was to be able to enjoy all of the outdoor activities his home state has to offer. His passions include hunting, hiking, golf and coaching youth sports. He lives in his hometown of Barre VT, where he married his "high school sweetheart", Stacey. They stay busy traveling to watch their twins, Payton and Brady, who compete in gymnastics and hockey respectively.
Direct: (802) 652-6028
Email: Randy.S.Lamberti@morganstanley.com
From Randy: "As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, I can help you to preserve and grow your wealth. You will have access to some of the world's most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices."
Awards & Certifications
- 2020, 2021, 2022, 2023, 2024 Forbes Best-In-State Wealth Advisors - Source: Forbes.com (Awarded 2020, 2021, 2022, 2023, 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
- Series 7 - General Securities Representative
- Series 66 - Combined Investment Advisory Agent & Uniform State Exam
- Life, Annuities & Health Insurance Licensed
- Financial Planning Specialist Designation
Securities Agent: CT, NM, ND, PA, NY, MI, IA, GA, UT, OH, NH, FL, VA, DC, TX, TN, NV, MO, WV, WI, SC, CA, RI, NJ, AR, VT, MN, ME, ID, AZ, WA, NC, MD, MA, CO, OR; General Securities Representative; Investment Advisor Representative
NMLS#: 1396110
NMLS#: 1396110
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Green Mountain
Our goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. We 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.
Your wealth strategy doesn’t just consider your investment objectives. Rather, it is tailored to address the personal life goals you’ve identified and prioritized.
Visit our Team site below:
Your wealth strategy doesn’t just consider your investment objectives. Rather, it is tailored to address the personal life goals you’ve identified and prioritized.
Visit our Team site below:
Meet the Team
Behind the calls and emails, are the wonderful employees that support our team.
Visit Team SiteJim Canavan, Financial Advisor, First Vice President
Jim grew up south of Boston in the small coastal town of Hingham, Massachusetts. After graduating from Hingham High School, Jim attended Northeastern University in Boston and graduated with a Bachelor of Science degree in Economics. While attending Northeastern, Jim participated in the co-op program where he worked for various mutual fund companies located in Boston. Upon graduation in 1989, Jim moved to California and worked in Sales and Marketing for the mutual fund company Benham Capital Management.
With a desire to move back to New England, Jim accepted a position in Sales and Marketing with the Sentinel Mutual Funds in 1993, a National Life of Vermont Company located in Montpelier, VT. Jim was promoted in 2004 as National Sales Director for Equity Services, Inc. where he oversaw the sales and marketing for over 1500 advisors.
In 2008, an opening to join Smith Barney with The Lamberti Group presented itself, and Jim accepted the opportunity to become a Financial Advisor, fulfilling his passion to help individual investors. One of his primary roles on the team has been researching investments (Mutual Funds, Exchange Traded Funds, Closed-end Funds, Unit Investment Trusts, individual stocks, and Socially Responsible Investing).
Jim and his wife Kim have been married for 32 years and live in Barre Town, VT where they raised their two children, Allison and Jonathan. In his spare time Jim enjoys participating with a local evangelical church, boating and snowmobiling in western Maine, golfing, hiking, and enjoying all that Vermont and New England has to offer.
Direct: 802-652-6034
James.douglas.canavan@morganstanley.com
Disclaimers:
Environmental, Social and Governance (“ESG”) investments in a portfolio may experience performance that is lower or higher than a portfolio not employing such practices. Portfolios with ESG restrictions and strategies as well as ESG investments may not be able to take advantage of the same opportunities or market trends as portfolios where ESG criteria is not applied. There are inconsistent ESG definitions and criteria within the industry, as well as multiple ESG ratings providers that provide ESG ratings of the same subject companies and/or securities that vary among the providers. Certain issuers of investments may have differing and inconsistent views concerning ESG criteria where the ESG claims made in offering documents or other literature may overstate ESG impact. ESG designations are as of the date of this material, and no assurance is provided that the underlying assets have maintained or will maintain and such designation or any stated ESG compliance. As a result, it is difficult to compare ESG investment products or to evaluate an ESG investment product in comparison to one that does not focus on ESG. Investors should also independently consider whether the ESG investment product meets their own ESG objectives or criteria.
There is no assurance that an ESG investing strategy or techniques employed will be successful. Past performance is not a guarantee or a dependable measure of future results.
With a desire to move back to New England, Jim accepted a position in Sales and Marketing with the Sentinel Mutual Funds in 1993, a National Life of Vermont Company located in Montpelier, VT. Jim was promoted in 2004 as National Sales Director for Equity Services, Inc. where he oversaw the sales and marketing for over 1500 advisors.
In 2008, an opening to join Smith Barney with The Lamberti Group presented itself, and Jim accepted the opportunity to become a Financial Advisor, fulfilling his passion to help individual investors. One of his primary roles on the team has been researching investments (Mutual Funds, Exchange Traded Funds, Closed-end Funds, Unit Investment Trusts, individual stocks, and Socially Responsible Investing).
Jim and his wife Kim have been married for 32 years and live in Barre Town, VT where they raised their two children, Allison and Jonathan. In his spare time Jim enjoys participating with a local evangelical church, boating and snowmobiling in western Maine, golfing, hiking, and enjoying all that Vermont and New England has to offer.
Direct: 802-652-6034
James.douglas.canavan@morganstanley.com
Disclaimers:
Environmental, Social and Governance (“ESG”) investments in a portfolio may experience performance that is lower or higher than a portfolio not employing such practices. Portfolios with ESG restrictions and strategies as well as ESG investments may not be able to take advantage of the same opportunities or market trends as portfolios where ESG criteria is not applied. There are inconsistent ESG definitions and criteria within the industry, as well as multiple ESG ratings providers that provide ESG ratings of the same subject companies and/or securities that vary among the providers. Certain issuers of investments may have differing and inconsistent views concerning ESG criteria where the ESG claims made in offering documents or other literature may overstate ESG impact. ESG designations are as of the date of this material, and no assurance is provided that the underlying assets have maintained or will maintain and such designation or any stated ESG compliance. As a result, it is difficult to compare ESG investment products or to evaluate an ESG investment product in comparison to one that does not focus on ESG. Investors should also independently consider whether the ESG investment product meets their own ESG objectives or criteria.
There is no assurance that an ESG investing strategy or techniques employed will be successful. Past performance is not a guarantee or a dependable measure of future results.
Susan Senn, Portfolio Associate
Susan.senn@morganstanley.com
802-652-6047
802-652-6047
Valuable Tools, Resources & Information
Morgan Stanley's comprehensive suite of digital resources has carefully been designed to help enhance each aspect of your financial portfolio. Take some time to learn about some of the many Modern Wealth Management resources that we offer to our clients.
Morgan Stanley Online
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley mobile app! Access your finances and invest in an instant with the help of this handy resource that is available 24/7.
Learn more about Morgan Stanley Online
Total Wealth View
Complete your financial profile with Total Wealth View. By linking your external account information, you will benefit from more educated and holistic wealth planning, and convenient connectivity.
Learn more about Total Wealth View
Portfolio Risk Platform
Morgan Stanley's Portfolio Risk Platform is powered by BlackRock's Aladdin risk engine, a state-of-the-art, innovative risk engine used by several of the world’s largest institutional asset managers, providing you with comprehensive risk analytics and a sophisticated view of the risk/return dichotomy across your financial portfolios. This helpful tool can assist you in making educated investment decisions with increased confidence.
Learn more about the Portfolio Risk Platform
MS Reserved Living & Giving
Reserved Living & Giving is a tiered complimentary loyalty program that rewards clients with over one million dollars in assets and liabilities invested at the firm. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
Learn more about MS Reserved
Online Security Center
Safeguarding your assets and personal information is paramount to us. Learn about our extensive security measures and take advantage of our numerous resources and ideas that are geared towards helping you stay protected on the World Wide Web.
Access the Online Security Center
Cybercrime Preparedness
Was your email hacked? Your Social Security Number stolen? Do you know how to respond? Learn the steps to take if and when your identity, account, device or information is compromised.
Click here to learn moreFinancial Planning
Regardless of what stage your life is in - moving ahead in your career, enjoying retirement, or somewhere in between - as your Financial Advisor, I can help you achieve your financial goals. Using a suite of tools that includes goal-specific analysis, I can work with you to create a realistic, holistic strategy that integrates the various aspects of your financial life, including your investments and cash management needs. I can create your personal roadmap to help achieve and protect your goals — a framework that makes the connection between your life goals and your financial resources, and provides a baseline for future discussions.
2023 Tax Tables
This helpful resource outlines the 2023 tax rate schedule, education and health savings account limits, retirement contribution and deduction limits, among other information. With tax season seemingly always right around the corner, it's best to be as informed as possible.
Access the 2023 Federal Tax Tables
Manage Debt
I thoroughly review your mortgage, car loans, credit cards, and any other debts that you may have in order to help determine where you can save on interest and create a timeline for your debt payments by prioritizing which ones should be paid off first.
Insurance
I take an extremely close look at your financial profile to decipher what type(s) of insurance most fit your needs, and determine if your current insurance policies are appropriate for you and your goals.
Retirement
Leading up to and through retirement, the Green Mountain Group helps you identify the most appropriate ways to obtain the income you need and help ensure that you are on track to achieve for financial goals.
Estate Planning Strategies
Regardless of your current financial circumstances, it is crucial to have a backup plan for your money. I regularly review your finances with you and coordinate with your estate attorney to help ensure that your wishes are met in the most efficient and cost-effective way possible.
Managing Investments
I take care of your retirement accounts and other investments based on your comfort level with risk and your current tax circumstances, tailoring your financial strategy to your unique situation, needs, and goals.
Annuities & Insurance
How to Plan for Hidden Risks
Hidden risks abound. For affluent families, this can mean unwanted financial exposure. A simple risk assessment can go a long way to closing these gaps.
View Here
You're Ready for Retirement. Is Your Portfolio?
The market can influence your decision on when to retire. Learn how to help protect your nest egg, including the potential role of annuities in retirement.
View Here
Planning for the Rising Costs of Health Care
Health care costs are rising—especially for retirees, and some may need long-term care. Learn the moves you can make to help prepare yourself.
View Here
Protecting Your Income from the Unexpected
Accidents or unforeseen illnesses can put your ability to earn an income at risk. Here's how to help protect is.
Read HereLocation
105 West View Rd, 5th
Fl
Colchester, VT 05446
US
Direct:
(802) 652-6028(802) 652-6028
Toll-Free:
(800) 446-0193(800) 446-0193
Fax:
(802) 860-1623(802) 860-1623
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact Randy S Lamberti today.
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
CRC 6491812 (04/2024)
