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

Greg Lambert

Greg Lambert
Greg Lambert
Investment Representative
  1. 800.927.0023
  2. 717 W. Sprague Ave
    Spokane, WA 99201

Greg is a Vice President and Investment Representative for WTB Investment Services, serving clients in Eastern Washington. A versatile advisor, Greg specializes in building strong relationships with his clients and learning about their specific financial goals. He serves as a …

About Greg

Greg is a Vice President and Investment Representative for WTB Investment Services, serving clients in Eastern Washington. A versatile advisor, Greg specializes in building strong relationships with his clients and learning about their specific financial goals. He serves as a partner to his clients in a collaborative, team-based approach to investing.

Current and prospective clients value Greg's professionalism and the ownership he takes in their interactions. He understands that no two individuals or their financial circumstances are the same. Only after careful and thoughtful assessment of a client's needs, he shares targeted strategies that consider both the client's desired outcomes and their comfort level. Greg remains an active and available partner for his clients throguhout the process and into the future.

Through his 18 years of industry experience (with the most recent 11 at WTB Investment Services), Greg has built a reputation predicated on trust. As a privileged member of your financial team, he also understands that it's never 'just money'—it's always about his client and their future, which makes their financial goals and success just as important to him.

Every individual, spanning all ages, jobs, and resources, has a financial dream. What's your dream, and how may we serve you?

Credentials

  • Series 7 and 63 General Securities Registrations

Education

  • BA / Economics, Stanford University
  • MBA, University of Notre Dame