Contact Jan Shelby

Direct:
208.667.7993 - Idaho
509.358.8124 - Washington

jshelby@watrust.com

Email Jan

Jan Shelby

Assistant Vice President, Relationship Manager & Trust Officer

 

Jan is an Assistant Vice President, Relationship Manager and Trust Officer for Washington Trust Bank’s Wealth Management & Advisory Services, working with clients in Spokane for over 20 years. Jan’s primary focus is to ensure all of the legal aspects of probate and trust administration are fulfilled for her clients.

She manages the assets of investment accounts, estates, and trusts, protecting her clients while also stabilizing the process for them. Jan uses her vast experience and a strong sense of empathy to communicate appropriately and effectively with her clients, keeping them informed at every step of the process to ensure we meet their needs.

As part of your wealth management team, Jan partners with your existing legal and tax advisors to ensure that they are utilizing the best wealth planning strategies for your unique circumstances to help you meet your goals.

Areas of Expertise icon

ADVISORY EXPERTISE

  • Trust and Estate Administration
  • Relationship Management

CREDENTIALS

  • CERTIFIED TRUST AND FINANCIAL ADVISOR
  • Leadership Spokane 2013
education icon

EDUCATION

  • BA, Brigham Young University
  • Cannon® Financial Institute Trust School

Contact Information

218 Lakeside Ave.
Coeur d'Alene, ID 83814
717 West Sprague Avenue, Suite 900
Spokane, WA 99201
Direct ID: 208.667.7993
Direct WA: 509.358.8124
Fax: 509.358.8291

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Jan Shelby
Assistant Vice President, Relationship Manager & Trust Officer

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