Shad Lamm Email & Phone Number
Partner and Senior Financial Advisor @ Keystone Private Wealth
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Shad Lamm Location
- Palm Desert, CA, US
Shad Lamm Work
- 2021 -now Partner and Senior Financial Advisor @
- 2017 -2021 Founder and Senior Financial Advisor @ Cypress Wealth Services
- 2014 -2017 Senior Vice President, Senior Financial Advisor @
- 2008 -2014 Senior Vice President, Financial Advisor @ Morgan Stanley
- 2000 -2008 Vice President @
Shad Lamm Education
- Brigham Young University 1994-2000
Shad Lamm Skills
- Private Wealth Advisor
- High-Net-Worth Individuals (HNWI)
- Investments
- Wealth Management
- Retirement Planning
- Alternative Investments
- Asset Allocation
- Mutual Funds
- Finance
- Asset Management
- Portfolio Management
- Financial Analysis
- Equities
- Investment Advisory
- Investment Strategies
- Securities
- Financial Modeling
- Fixed Income
- Hedge Funds
- Retirement
- Strategic Financial Planning
- Customer Service
- Financial Advisory
- Financial Planning
- Fixed Annuities
- Insurance
- Marketing
- Real Estate
- Risk Management
- Sales Management
- Income
- Project Management
- Public Speaking
- Sales
- Series 7
- Series 63
- Microsoft Excel
Shad Lamm Summary
- Shad Lamm, based in Palm Desert, CA, US, is currently a Partner and Senior Financial Advisor at Keystone Private Wealth. Shad Lamm brings experience from previous roles at Cypress Wealth Services, Integrated Wealth Management, Morgan Stanley and Merrill Lynch. Shad Lamm holds a 1994 - 2000 Brigham Young University. With a robust skill set that includes Private Wealth Advisor, High-Net-Worth Individuals (HNWI), Investments, Wealth Management, Retirement Planning and more. Shad Lamm has 3 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Shad Lamm?
Find contact details for 700 million professionals.
Top Keystone Private Wealth Employees
Michael Mortenson
Executive Vice President and Senior Financial Advisor
Palm Desert, CA, US
Kurt Mortenson
Partner and Senior Advisor
Palm Desert, CA, US
Lisa Beaty
Senior Financial Planner
Palm Desert, CA, US
Joseph Alcon
Senior Financial Analyst
Los Angeles, CA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co