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Shad Lamm
Senior Vice President and Financial Advisor
Shad Lamm
Shad Lamm
Shad Lamm
Shad Lamm
Office
Palm Desert
Toll Free
866.888.6563 x224
Direct
760.834.7224
Fax
760.406.5818

What are you most grateful for?
My family, health and friends.

What is the best advice you have ever been given?
Money makes money and the money that money makes, makes more money.

What is the best book you’ve read and why?
“The Millionaire Next Door” by Thomas J Stanley.  It taught me to live within my means and save for a rainy day.

What are 3 words people use to describe you?
Hardworking. Successful. Determined.

What gets you excited about life?
Coming home from work and getting a big hug from my children.

How do you define success?
Setting my mind to something and achieving it.

What is your proudest achievement?
Becoming an Eagle Scout.

What life lesson did you learn the hard way?
Never go to a casino!

What does Your Life Integrated mean to you?
Seeing the big picture and making sure all of the aspects of life come together in an organized way.

Shad Lamm joined Integrated Wealth Management in April 2014. As Senior Vice President and Financial Advisor, Shad specializes in wealth management, retirement and estate planning and is a Chartered Retirement Planning Counselor. He is a part of the Cypress Group at Integrated Wealth Management.

Shad has over 15 years of financial services experience, and was most recently Senior Vice President and Financial Advisor with the Cypress Group at 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’s and Executive Clubs.  Shad received his Bachelors of Science degree in Business Management and Finance with a minor in Russian Linguistics, and was president of the Finance Society at his alma mater. Growing up in Colorado, Shad enjoys skiing, snowmobiling, and motor-cross. Shad is married and has four children.

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