Tyler Lamb

About Tyler Lamb

I have spent the last 18 years coaching and helping people make better financial decisions for their future. All this is accomplished with an in-depth wealth planning process that is built to remove our individual biases and emotion and replacing it with sound century old wealth principals. I use state-of-the-art financial vehicles to help manage and grow your money in this ever-changing financial world. Each of us have a responsibility to not only prepare for our future in the face of rising prices but we also must maintain pose in a world that has created a million ways to spend your money. My process starts with getting to know you and your unique circumstances and come up with a plan that will help guide future decisions as your individual world changes. It is crucial to focus on principals that honor your individual values and beliefs as it plays a critical role in our ability to become content and find financial success. If you or someone you know is navigating moments such as divorce, death of a family member, job changes, preparing for retirement or selling a business please reach out! I would love the opportunity to meet and discuss how myself and my firm can help you meet your goals.

Experience

1. VP Senior Financial Advisor

   Merrill Lynch

   Aug 2022 — Present · Tyler, TX, US