Beverly Gleason

Beverly Gleason
Beverly Gleason
Sr. Financial Advisor
  1. 509.353.5633
  2. 717 W. Sprague Ave
    Spokane, WA 99201

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 …

About Beverly

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 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. In collaboration with her clients, Beverly leverages her Certified Financial Planner tools experience to design an investment strategy to meet their unique needs which she adjusts over time as their circumstances change.

Credentials

  • FINRA series 7
  • FINRA series 63
  • FINRA series 65
  • AIF®
  • CFP®
  • Life insurance license
  • Health insurance license

Education

  • BA, Eastern Washington University