Crystal Lambert
Wealth Management Associate, Financial Planning Associate
Phone:
(336) 721-4927(336) 721-4927
Shana Eagle Hurt, CFP®
Senior Vice President,
Financial Advisor,
Portfolio Management Director
Direct:
(336) 721-4928(336) 721-4928
Toll-Free:
(800) 334-4401(800) 334-4401
My Mission Statement
The core principles of integrity, leading with exceptional ideas and giving back form the foundation for how we live and how we treat our clients.
My Story and Services
We work with women . . . and the men they love!
Money is incredibly personal – and often emotional. We strive to help our clients make wise decisions, knowing that your decisions can have a lasting impact on your life - as well as on those you love - for many years to come.
Warren Buffet once said, “Price is what you pay, value is what you get." We seek to provide an extra measure of value to our clients.
Money is incredibly personal – and often emotional. We strive to help our clients make wise decisions, knowing that your decisions can have a lasting impact on your life - as well as on those you love - for many years to come.
Warren Buffet once said, “Price is what you pay, value is what you get." We seek to provide an extra measure of value to our clients.
Securities Agent: MA, VA, NY, OH, LA, FL, DC, AL, NC, KS, GA, MT, CA, MN, SC; General Securities Representative; Investment Advisor Representative
NMLS#: 2498201
NMLS#: 2498201
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
I describe myself as a 'recovering attorney'. Prior to joining Morgan Stanley, I spent 17 years at Wachovia and Wells Fargo as a lawyer and senior vice president leading a team of investment professionals, sales and relationship managers overseeing 401k / pension plans, executive compensation and corporate trusts.
Before joining Wells Fargo, I practiced law at Womble Carlyle Sandridge and Rice's subsidiary, FirmLogic and worked at CNN where I analyzed and summarized opinions coming from the U.S. Supreme Court, often within minutes after their rulings, so our television correspondents could report on breaking news.
A Double Deacon, with both undergraduate and law school degrees from Wake Forest University, I was a walk-on player on the women's basketball team. I continued to get my basketball "fix" by coaching girls' teams at our local YMCA and St. Leo's Catholic School in Winston-Salem.
A lifelong North Carolinian, I am past president of Reynolda Rotary and Treasurer for Senior Services, Inc., which provides Meals-on-Wheels and adult day care for individuals with memory issues.
Actively involved with the Summit Church in Kernersville, I am also a huge sports fan, regularly attending and cheering on Wake Forest athletics. For the past 15 years the highlight of each week has been taking one of my three goddaughters out to dinner. I love to travel, go white-water rafting and attempt to play golf -- with limited success and constant frustration.
Before joining Wells Fargo, I practiced law at Womble Carlyle Sandridge and Rice's subsidiary, FirmLogic and worked at CNN where I analyzed and summarized opinions coming from the U.S. Supreme Court, often within minutes after their rulings, so our television correspondents could report on breaking news.
A Double Deacon, with both undergraduate and law school degrees from Wake Forest University, I was a walk-on player on the women's basketball team. I continued to get my basketball "fix" by coaching girls' teams at our local YMCA and St. Leo's Catholic School in Winston-Salem.
A lifelong North Carolinian, I am past president of Reynolda Rotary and Treasurer for Senior Services, Inc., which provides Meals-on-Wheels and adult day care for individuals with memory issues.
Actively involved with the Summit Church in Kernersville, I am also a huge sports fan, regularly attending and cheering on Wake Forest athletics. For the past 15 years the highlight of each week has been taking one of my three goddaughters out to dinner. I love to travel, go white-water rafting and attempt to play golf -- with limited success and constant frustration.
We are privileged to work with a broad range of people: Women in transition, Employees, Business Owners, Entrepreneurs and Retirees. We take pride in building long-term relationships with our clients and maintain a commitment to an exceptional level of value and professionalism. We strive to give clients the confidence needed to navigate a challenging financial world through personalized service, transparency and a perspective flourished through 20+ years of experience.
In an already complex world, we deliver an organized and thoughtful approach to building wealth - and then spending that wealth after your working years. We begin every relationship by understanding what is important to you and your family. Your goals and objectives are at the forefront of our crafting a financial plan and our recommendations on how to implement that plan.
1: Introductory Meeting
We begin with an informal conversation to understand how we may help add value to your situation. This is our opportunity to learn about you and your opportunity to learn about us so that, collectively, we can determine whether we are a good fit for each other. If we all agree to move forward, we will then schedule a more in-depth discussion.
2: In-Depth Discovery
We continue our initial dialogue, learning about the values that shape your decisions, the concerns and any unique family circumstances relevant to the short and long-term goals you've set for yourself and your family. We explore a myriad of qualitative and quantitative questions and request important supporting documents so we have a complete understanding of your current situation and vision for the future.
3: Analysis and Strategy
Utilizing proprietary planning tools and our investment guidelines, we develop your personalized and detailed financial plan with recommendations to help you grow, preserve and transfer your wealth. This serves as the foundation for building your initial plan, as well as future financial decisions.
4: Plan Presentation & Implementation
In this step, we present appropriate investment options that are designed to work together to help achieve your financial goals. Upon your approval, we will execute the investment recommendations and begin to implement the additional wealth management strategies we've discussed. If necessary, we will introduce you to additional professionals, such as a CPA or estate attorney, to help implement our recommendations.
5: Ongoing Communication & Commitment to World-Class Service
To help ensure a customized experience, we tailor a communication plan that adapts to your personal preferences. We meet quarterly to help ensure your plan remains current and to review your progress towards achieving your goals and have created a "rapid response" process to address any questions or concerns you have quickly and efficiently.
Women without Limits
We help women achieve financial independence and have devoted our professional lives to helping extraordinary women and their families make sense of their financial lives. Whether that includes raising a family, caring for aging parents or starting/selling a business, we want to assist you in navigating all things financial.
A major life change such as a job change, divorce, loss of a spouse, or an inheritance, can often have profound financial - and emotional - implications. We want to educate and empower you -- take away that feeling of being overwhelmed. The links below are just some of the ways we can provide resources and insights for women who are traversing through life.
Playbook: A Woman’s Guide to Life & Money
There's no doubt about it—women face a unique set of financial challenges. Yet, most of us feel ill-equipped to navigate these circumstances on our own. At Morgan Stanley, we have witnessed the power of education and trusted guidance to transform a woman's relationship with money. We believe educated women create a ripple effect, inspiring generations of men and women to come. That is why we are committed to empowering you with the knowledge and tools needed to achieve your goals: whether you're buying a home, starting a family, navigating a divorce, or giving back to a cause you care about.
Planning for Your Financial Future
Armed with education and a plan, women can feel more confident about their financial goals and how they'll achieve them.
Finding Solace After Losing A Loved One
Finances are the last thing you want to worry about when grieving the loss of a loved one. Morgan Stanley's continuity strategy, FamilyAssist, is designed to help guide you and your family with the decisions to be made following the death of your spouse or other family member. Here's how this approach can help:
Planning for Caregivers
None of us want to think about a time when we might not be able to take care of ourselves. But, having that conversation is critical for making sure that everyone in the family is on the same page when it comes to the goals of caregiving. If you were called on to be a caregiver, would you be ready to take on the responsibility?
Women Changing the Conversation
Wealth is about more than just your money, it's also about your life and the things you value most. Defined goals, a clear and complete financial picture and knowledgeable, objective advice are common to successful wealth plans. Let's explore the things that really matter to you.
Fun Stuff Outside of Work
Location
100 N Main St
Suite 2500
Winston Salem, NC 27101
US
Direct:
(336) 721-4928(336) 721-4928
Toll-Free:
(800) 334-4401(800) 334-4401
Meet My Team
Tiffany Walker
Registered Client Service Associate
Phone:
(336) 721-4933(336) 721-4933
About Crystal Lambert
Crystal Lambert is a Wealth Management Associate and Financial Planning Associate with Morgan Stanley. She has extensive experience in operations and client support, having worked with Morgan Stanley and its predecessor firms since 1997 and in the financial industry for 36 years overall.
Crystal’s responsibilities include serving as the liaison between clients and financial advisors and managing all day-to-day operational needs. With a strong background as both an administrator and a client-centric Associate, Crystal has extensive knowledge and understanding of the financial industry which greatly benefits clients and the team as a whole.
Crystal works diligently to address client concerns and issues, and strives to develop strong relationships with them by responding timely and effectively. Her cheerful personality, in-depth operational knowledge and problem solving expertise have made her an integral part of our team.
Crystal enjoys spending time with her family – her son and daughter live nearby - and doing outdoor activities including camping and going to the beach.
Crystal’s responsibilities include serving as the liaison between clients and financial advisors and managing all day-to-day operational needs. With a strong background as both an administrator and a client-centric Associate, Crystal has extensive knowledge and understanding of the financial industry which greatly benefits clients and the team as a whole.
Crystal works diligently to address client concerns and issues, and strives to develop strong relationships with them by responding timely and effectively. Her cheerful personality, in-depth operational knowledge and problem solving expertise have made her an integral part of our team.
Crystal enjoys spending time with her family – her son and daughter live nearby - and doing outdoor activities including camping and going to the beach.
About Tiffany Walker
Tiffany Walker is a Registered Client Service Associate at Morgan Stanley. Tiffany manages the overall experience clients have with our team, as well as Morgan Stanley as a whole, ensuring we meet or exceed client expectations. This includes, but is not limited to, managing client relationships, gathering feedback, implementing improvements, and aligning strategies to help enhance reliability and satisfaction. She received her undergraduate degree from CUNY Brooklyn College, where she started her professional career in higher education in the office of financial aid. Her strong desire to help others and a passion for education, led to a 15 –year career in the field. After she received her graduate degree, from Liberty University in Counseling and Community Care, Tiffany began employment at Fayetteville Technical Community College as a Success Coach, responsible for onboarding first time in college students to ensure their academic success. After some time at FTCC, she decided to make a career change for the betterment of her family; leading her to Morgan Stanley. She is pleased to be employed by a company that holds a pronounced reputation and is making great strides in its diversity and inclusion efforts.
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Kristina Shifflett
Private Banker
About Kristina Shifflett
Kristina Shifflett is a Private Banker serving Morgan Stanley Wealth Management offices in North Carolina and Virginia.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Kristina began her career in financial services in 1995, and joined Morgan Stanley in 2005 as a Client Service Associate. Prior to joining the firm, she was an Operations Manager at Wachovia Securities.
Kristina lives in Raleigh, North Carolina with her dog Rosco. Outside of the office, she enjoys traveling, spending time with her children, puzzles, baking, gardening, and crafting.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Kristina began her career in financial services in 1995, and joined Morgan Stanley in 2005 as a Client Service Associate. Prior to joining the firm, she was an Operations Manager at Wachovia Securities.
Kristina lives in Raleigh, North Carolina with her dog Rosco. Outside of the office, she enjoys traveling, spending time with her children, puzzles, baking, gardening, and crafting.
NMLS#: 1709833
Private Bankers, Ultra High Net Worth (“UHNW”) Sales Specialists, Lending Advisors, Mortgage Consultants, Relationship Managers, Cash Management Specialists, Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
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
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
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
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
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Ready to start a conversation? Contact Shana Eagle Hurt today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
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.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
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
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
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.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
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
CRC 6491812 (04/2024), 3582895 (6/2024)
