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David Lambert - Morgan Stanley
Poughkeepsie, Dutchess

Financing specialist
 : 
David Lambert - Morgan Stanley

Poughkeepsie, Dutchess

Prices

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About David Lambert - Morgan Stanley
Professional experience
David Lambert - Morgan Stanley David Lambert is a registered financial advisor at Morgan Stanley, located in Poughkeepsie, New York. With a total of 7 years of relevant experience, David is dedicated to helping clients achieve their financial goals. As a member of The Pine Group, David Lambert specializes in providing comprehensive wealth management services to individuals, families, and institutions. With a focus on meaningful goals-based strategies, David and his team aim to redefine success in the financial industry. At Morgan Stanley, David Lambert is committed to earning the trust of his clients. He understands the importance of building strong relationships and takes the time to truly understand the unique needs and aspirations of each individual or institution he works with. David Lambert's expertise extends to a range of financial services, including retirement planning, investing, family financial planning, business planning, philanthropy, and financial education. With his knowledge and experience, he aims to provide clients with the guidance and support they need to make informed decisions and navigate the ever-changing financial landscape. As a Certified Retirement Planning Counselor (CRPC®), David's goal is to help clients achieve financial security and enjoy a comfortable retirement. He understands the complexities of retirement planning and is equipped to assist clients in creating customized retirement solutions that align with their specific goals and circumstances. David Lambert's commitment to excellence and his dedication to his clients have earned him a reputation as a trusted and reliable financial professional. With a focus on delivering personalized and tailored solutions, David strives to exceed expectations and help his clients build a solid foundation for their financial future. If you are looking for a knowledgeable and experienced financial advisor who can help you navigate the complexities of wealth management, look no further than David Lambert at Morgan Stanley. Contact him today to schedule a consultation and take the first step towards achieving your financial goals.

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Location

Poughkeepsie, Dutchess (12601)

Important to know

  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
  • English
SpeaksEnglish
Business hours
  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
Speaks
  • English
SpeaksEnglish
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