CoverProfile

Lant Webb

Portfolio Manager

Stoker Ostler Wealth Advisors Inc (BMO)

United States, Utah, Salt Lake City

About Me

Lant works in Stoker Ostler’s Salt Lake City office, serving as a primary relationship manager, financial planner, and portfolio manager. He values delivering premier customer service and comprehensive financial advice to add profit and peace of mind to his clients’ lives. He strongly identifies with Stoker Ostler’s values to develop mutual respect with clients by putting their needs first and maintaining a high level of excellence, education, and credentials in the investment and financial planning fields. He specializes in designing investment solutions that reflect clients’ unique circumstances and risk tolerances and integrate with other facets of their personal financial plan including
View more

Profile Information

Portfolio Manager

Stoker Ostler Wealth Advisors Inc (BMO)

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Salt Lake City

Utah

United States

May 15, 2024

More profiles to browse

CB
Chad Bruening
Senior Portfolio Manager and Relationship Manager
Profile Photo
Dillon Chamberlain
Investment Analyst
MH
Michael Halls
Director and Senior Portfolio Manager
MB
Mike Bolar
Chief Investment Officer and Senior Portfolio Manager

You Might Like

BH
Bob Helmer
President Emeritus
Baldwin Wallace University
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
PG
Patricia Gee
Operations
Manhattan Family Office