Gregg Lippert

Managing Director - Investment Officer, Financial Advisor

I have the knowledge, training, and resources to help my clients succeed financially. My goal is to provide superior client service. I believe a long-term relationship is built on the trust earned through integrity, hard work and service.

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Gregg Lippert

Managing Director – Investment Officer
Financial Advisor

Phone: 314.692.3250
Email: Gregg.lippert@wellsfargoadvisors.com
With twenty-four years of experience in financial services, I am dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. My extensive experience - throughout major shifts in the markets - enables me to help my clients structure balanced portfolios to address their specific financial goals.

I began my financial services career as a Financial Advisor with UBS Paine Webber. In 2013, I joined Merrill Lynch, where I worked for 12 years. I then moved my financial practice to Wells Fargo Advisors in St. Louis. I have served St. Louis area investors for twenty-four years and look forward to helping them meet their financial goals for many years to come.

I earned my BS/BA degree in Business Management from University of Missouri in Columbia. In addition to the FINRA Series 7, 6, 31, 63, and 66 securities registrations, I hold the Qualified Plan Financial Consultant designation.

 Away from the office, I am an avid pickle ball player, enjoy golfing and spending time with my two boys.

Jeanette Schoenberg

Senior Registered Client Associate

Phone: 314.692.3251
Email: Jeanette.schoenberg@wellsfargoadvisors.com

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (FL, GA, IL, IN, KS, KY, MI, MO, NC, NE, WV). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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