Jan Shelby

Contact

CONTACT INFORMATION

717 West Sprague Ave.
Spokane, WA 99201

509.358.8124
800.725.4449

jshelby@watrust.com

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

She administers the assets of estates and trusts, protecting her clients while also stabilizing the process for them. Jan uses her experience and a strong sense of empathy, working to communicate appropriately and effectively with her clients, keeping them informed at every step of the process.

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 and goals.

ADVISORY EXPERTISE

  • Trust and Estate Administration
  • Relationship Management

CREDENTIALS

  • CERTIFIED TRUST AND FINANCIAL ADVISOR
  • Leadership Spokane 2013

EDUCATION

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