With more than 33 years of experience in financial planning and investment management, John Lamberty has the accumulated knowledge and perspective to help you with your financial goals. John understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.

As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. John will be with you every step of the way offering sound advice and customized financial solutions designed specifically for you.

John endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.

Based on what he learns about you and your goals and an analysis of the current financial markets, John designs a customized investment portfolio based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, John puts it into action and continuously reviews its performance for opportunities to adapt to life changes and new goals.

John began his career in 1990 at the Chicago Mercantile Exchange trading currencies and worked for firms such as Credit Suisse and Deutsche Bank. He started in the financial services business as a Financial Advisor in 2010 at Wells Fargo and later joined Raymond James & Associates in August of 2020. Today, John provides investment management, financial and estate planning services through the use of equities, fixed income securities, managed money, insurance and 529 education savings plans and more through Raymond James.

A native of Dallas, Texas, John resides in Albuquerque, New Mexico, with his wife, Stacy. John is actively involved with the Albuquerque Duke City soccer league and formerly sat on the board at Explora Museum. Away from the office, John also enjoys golf and fishing.