Find an Investment Representative
All Investment Representatives
Name | Contact |
---|---|
Andrew Staley | 208.884.2716 |
Beverly Gleason | 509.353.5633 |
Greg Lambert | 509.353.3818 |
Isaac Jordan | 509.338.4314 |
Kelly Watts | 509.353.3633 |
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Andrew Staley is an Assistant Vice President and senior financial advisor with WTB Investment Services serving clients in the Southern Idaho/Boise region. Andrew has been registered for more than fifteen years and he uses the experience he has gained to help his clients with …

Beverly is a Vice President and Senior Financial Advisor for WTB Investment Services, serving clients in Spokane, North Idaho, Central Washington and Western Washington. Beverly has worked in the financial services industry since 1996. Through her experience, Beverly has …

Greg is a Vice President and Senior Financial Advisor for WTB Investment Services, serving clients throughout the United States and the Pacific Northwest since 1997. Greg has built a reputation predicated on trust, and from 2004 to the present, has faithfully served the clients …

Isaac Jordan is a Financial Advisor with Washington Trust Bank (WTB) Investment Services, serving clients in Lewiston, Moscow and Pullman. Isaac strives to build deep relationships with clients and gain a thorough understanding of their unique financial circumstances. Then, using …

Kelly Watts is a Vice President and Senior Financial Advisor with WTB Investment Services. Kelly began his career as a financial advisor in 2001, and he uses the wide range of knowledge he has gained over the past two decades to best serve his clients. After gaining an …