Greg Lambert

Greg Lambert
Greg Lambert
Sr. Financial Advisor
  1. 509.353.3818
  2. 717 W. Sprague Ave
    Spokane, WA 99201

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 …

About Greg

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 of Washington Trust Bank. Drawing on his education and experience, he shares targeted strategies that consider both the client's desired outcomes and their comfort level.

Greg's professionalism and ownership in his client’s financial future has been a cornerstone of his practice. A key to his client’s financial planning success comes from a collaborative approach that includes partnering with other professional members of a client’s team. The hallmarks of WTB Investment Services have always been founded in Tradition, Honesty and Integrity.

Credentials

  • FINRA series 7
  • FINRA series 66
  • Health Insurance license
  • Life insurance license

Education

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