1. 800.788.4578
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800.788.4578
  1. Open Account
  2. Sign In

Beverly Gleason

Beverly Gleason
Beverly Gleason
Investment Representative
  1. 800.927.0023
  2. 717 W. Sprague Ave
    Spokane, WA 99201

Beverly is a Vice President and Investment Representative for WTB Investment Services, serving clients in Spokane, North Idaho, and Central and Western Washington. Beverly was recently recognized by Bank Investment Consultant magazine as one of the top advisors in the US for …

About Beverly

Beverly is a Vice President and Investment Representative for WTB Investment Services, serving clients in Spokane, North Idaho, and Central and Western Washington. Beverly was recently recognized by Bank Investment Consultant magazine as one of the top advisors in the US for 2014. She specializes in retirement planning for clients preparing for retirement, at retirement, and even during retirement.

Beverly has worked in the financial services industry for 38 years, with the most recent 28 as an investment representative at WTB Investment Services. Through her experience, Beverly has developed a comprehensive approach to her clients’ retirement goals. She is committed to taking the time to learn and understand all elements of her clients’ situation, including their income expectations and existing investment experience. She uses all she discovers to personalize solutions that help each unique client pursue their financial goals.

Existing and prospective clients value Beverly’s focus and dedication to their retirement plans, which she shares in the form of close guidance, trustworthy partnership, and, above all, client-centric solutions. Beverly takes care to ensure your goals are her goals.

Education

  • BA, Eastern Washington University