Jane Warner

Senior Wealth Strategist

 Jane Warner

With over 15 years of experience working with ultra-high-net-worth individuals and families, Jane Warner brings extraordinary skill to evaluating clients' planning needs and building out integrated solutions to meet them.

Before joining Bank of the West, Jane was a Senior Wealth Strategist for Wells Fargo. She also held positions as a Planning Specialist at Highland Capital Brokerage, Marsh McLennan Private Client Services, Sun Life Financial, and Guardian Life Insurance Company.

Before entering the institutional wealth planning environment, she was in private law practice. Jane holds a Juris Doctor of Law Degree and Bachelor of Science Degrees in both Psychology and Education.

As a Senior Wealth Strategist, Jane acts as a planning resource for Family Wealth Advisors clients — with a focus on business succession and estate planning. She works closely with clients to  uncover their unique needs, and provide innovative strategies and assimilated solutions from across the wide range of specialized capabilities offered by Bank of the West Wealth Management and BNP Paribas.


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