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800.788.4578
  1. Open Account
  2. Sign In

Jan Shelby

Jan Shelby
Jan Shelby
Vice President, Relationship Manager & Trust Officer
  1. 208.667.7993
  2. 509.358.8124
  3. 218 Lakeside Ave
    CDA, ID 83814

Jan is a 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 …

About Jan

Jan is a 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.

Advisory Expertise

  • Relationship Management
  • Trust and Estate Administration

Credentials

  • Certified Trust and Financial Advisor
  • Leadership Spokane 2013

Education

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