Our Story

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.







Bulletin Board
Bulletin Board
  • • How would you like to organize all of your account data in one location, regardless of where your accounts are held, giving you an integrated view of your financial picture? We have a solution – OneView. Learn about the key benefits of OneView by watching this short video.
  • • On the Markets from the Global Investment Committee featuring• “Remaining Unemotional” Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., notes that a year ago one of the best bull markets in history was widely disliked and distrusted by investors, but now some of that fear and distrust has subsided. That may be a cause for concern. • “Europe has Several Ways to Win" Europe’s equities have a lot of value, and so do its corporate bonds and currencies, says Andrew Sheets, chief cross-asset strategist for Morgan Stanley & Co.  • “Big Debates 2018” Morgan Stanley & Co. research analysts highlight some of the issues on which they differ from the Wall Street consensus. Among them are the reshaping of the auto industry, the economic attractiveness of wind power and whether there is value in beaten-down telecom stocks. • Plus, look for more on the economy, equities and bonds.
  • • To see timely market recap, see Cash Market Rates Snapshot.
Services Include
  • Wealth Management1
  • 401(k) Rollovers
  • Annuities2
  • Asset Management3
  • Cash Management4
  • Corporate Bonds5
  • Divorce Financial Analysis6
  • Financial Planning7
  • Life Insurance8
  • Long Term Care Insurance9
  • Professional Portfolio Management10
  • Retirement Planning11
  • Sustainable Investing12
  • Trust Accounts13
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Financial Planning with The Green Mountain Group

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.

Using our suite of tools — our LifeView® platform — we 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. 

LifeView® helps us:

- Analyze your current investments, and financial situation
- Review and prioritize your goals with you, such as Retirement
- Education funding
- Major purchases and philanthropic goals
- Protect your goals
- Develop wealth transfer strategies











Click the links below to access the sample LifeView® Goal Analysis and Client Profile:




LifeView® Goal Analysis Client Profile

Sample LifeView® Goal Analysis

    The Health-Wealth Connection

    The Health-Wealth Connection


    Learn how to incorporate rising costs and health care reforms into your wealth strategy:




                               





    Today, health care is a top concern for many. People want to understand how health care costs will affect their overall wealth planning strategies. This video highlights Morgan Stanley’s important partnership with PinnacleCare and underscores our commitment to holistic financial planning and health care advisory services.

    You can contact us or call us at (802) 652-6034 to discuss Health Care and Wealth Planning concerns, and potential strategies for your specific circumstances and needs.





    Additional Resources












    PinnacleCare
    Through one single point of contact you gain access to the world’s leading physicians, specialists, institutions, advanced treatments and medical intelligence. All backed by a team of independent and expert proactive health advisors.

















    Caregivers:
    Many people put off thinking about the aging process until called upon to serve as a caregiver or forced by a life event to face it for themselves—which can make hard choices all the more difficult. With a clear understanding of the key issues, you can get a head start on this life stage and make informed decisions for yourself and your family.

















    Why PinnacleCare?
    Addressing the medical complexities of advancing age with your loved ones can be difficult and sensitive, and PinnacleCare is available to help guide you to the best resources.

    The Strength of Morgan Stanley Wealth Management

    Morgan Stanley serves many of the world’s most sophisticated and demanding institutional and individual investors. Our global presence and expertise allow us to provide our clients with financial advice, integrated solutions and intelligence across all the world’s major markets.

    Our valued wealth management clients have entrusted a total of more than $2.0 trillion in assets with Morgan Stanley as of June 30, 2015, making us one of the world’s leading wealth management firms. As we strive for excellence in advising clients and helping them manage their wealth, no responsibility is more important to us than making certain our clients’ assets are safe, secure and available when needed.

    Location

    105 West View Rd
    5th Fl
    Colchester, VT 05446
    US
    Direct:
    (802) 658-2424(802) 658-2424
    Toll-Free:
    (800) 446-0193(800) 446-0193

    Meet The Green Mountain Group

    About Me

    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

    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: VT, TX, WI, WA, VA, SC, RI, PA, OR, OK, OH, NY, NM, NJ, NH, NC, MO, ME, MD, MA, IN, IA, GA, FL, DC, CT, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
    NMLS#: 1396110

    About Me

    Jim grew up south of Boston in a 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 he worked for various mutual fund companies located in Boston.  Upon graduation in 1989, Jim moved to California and worked for a mutual fund company, Benham Capital Management Company where he worked in Sales and Marketing. 

    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.  Eventually Jim was promoted in 2004 as National Sales Director for Equity Services, Inc. where he oversaw the sales and marketing for over 1500 advisors.

    With his passion to help others, an opening to join Smith Barney with The Lamberti Group in 2008 presented itself, and Jim accepted the opportunity to become a Financial Advisor.  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 of 28 years live in Barretown, VT with their two children, Allison and Jonathon.  In Jim’s spare time he attends a local evangelical church with his family, enjoys spending time on a lake in Maine where they like to boat, Jet Ski, play golf, snowmobiling, hiking and enjoying all that Vermont and New England has to offer. 

    Direct: (802) 860-1623
    Email: james.douglas.canavan@morganstanley.com

    Series 6 - NASD Registered Representative
    Series 7 - General Securities Representative
    Series 63 - Uniform State Exam
    Series 66 - Combined Investment Advisory Agent & Uniform State Exam
    Life, Annuities & Health Insurance Licensed
    Financial Planning Associate Designation
    Securities Agent: VT, WI, WA, VA, UT, TX, SC, RI, PA, OR, OK, OH, NY, NJ, NH, NC, ME, MA, IN, GA, FL, DC, CT, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
    NMLS#: 1261972
    From Our Team

    LifeView Goal Analysis Client Profile


    Investment and Market Perspectives

    On the Markets

    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
    The Simple Six-Step Retirement Checkup

    The Simple Six-Step Retirement Checkup

    Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

    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
    Five Smart Strategies to Use a Bonus or Raise

    Five Smart Strategies to Use a Bonus or Raise

    Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

    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
    Financial Transition: A Guide for Women

    Financial Transition: A Guide for Women

    Here's how to take control of your finances if a death or divorce leaves you holding the reins.

    Business Planning

    Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
    6 Keys to Building a Startup

    6 Keys to Building a Startup

    Entrepreneurs share ideas and learnings from the experience of starting a company.

    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
    A New Roadmap for Mission Alignment

    A New Roadmap for Mission Alignment

    Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

    More from Morgan Stanley

    Consolidate Your Cash at a Competitive Rate

    Consolidate Your Cash at a Competitive Rate

    2.30% APY with Preferred Savings for New Money deposited through your eligible Morgan Stanley brokerage account. Contact me to learn more or click here. Terms apply.
    Learn more about Consolidate Your Cash at a Competitive Rate
    Morgan Stanley and Justin Rose: A Winning Team

    Morgan Stanley and Justin Rose: A Winning Team

    Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
    Learn more about Morgan Stanley and Justin Rose: A Winning Team
    Your Financial World. On the Go.

    Your Financial World. On the Go.

    With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
    Learn more about Your Financial World. On the Go.
    Reserved | Living & Giving

    Reserved | Living & Giving

    Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
    Learn more about Reserved | Living & Giving
    Sign Up for eDelivery

    Sign Up for eDelivery

    With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
    Learn more about Sign Up for eDelivery
    Access Morgan Stanley Online

    Access Morgan Stanley Online

    Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
    Learn more about Access Morgan Stanley Online
    Ready to start a conversation? Contact The Green Mountain Group today.
    Market Information Delayed 20 Minutes
    1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

    2Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

    4Morgan 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

    5Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

    6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

    7Morgan 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.

    8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    10Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable 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.

    11Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

    12The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

    13Morgan 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.

    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 suitable 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”) 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.


    CRC 2019752 10/2018