
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
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
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