Shad Lamm is an Owner, Partner and Senior Financial Advisor with Keystone Private Wealth. Shad specializes in wealth management, retirement, and estate planning and is a Chartered Retirement Planning Counselor.

Shad has been in the financial services business since 2000 and was most recently a Senior Vice President and Financial Advisor with the Cypress Group at Integrated Wealth Management and Morgan Stanley. During his tenure at Morgan Stanley, Shad was a member of the elite Century Club. Previously, he was Vice President and Senior Financial Advisor with Merrill Lynch and was a member of the Chairman and Executive Clubs.

Shad is also an owner of Cornerstone Wealth Service, a firm which provides back-office operational, compliance and administrative services to RIA firms.

Shad received his Bachelor of Science degree in Business Management and Finance with a minor in Russian Linguistics. He was also the president of the Finance Society at his alma mater. Growing up in Colorado, Shad enjoys skiing, snowmobiling, and Motocross. Shad is also married and has four children.

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  Shad@KeystonePW.com
• 760-818-7035