Full Name
Jayne Hartley
Job Title
PWA
Company
Union Bank
Speaker Bio
Jayne Hartley is a Director and Private Wealth Advisor for The Private Bank. In this role, she partners with a team of specialists in
wealth planning, investments, risk management, trust and estate services, and banking. Jayne works with high net worth clients
to help them build, sustain, and transfer wealth based on their unique priorities.
The Private Bank is an exclusive part of Union Bank® dedicated to the financial needs of high net worth individuals, non-profit
organizations, business owners, corporate executives, and professional service firms. The Private Bank is built around teams
of wealth management professionals who provide consultative relationships focused on the client’s unique goals and dreams.
Jayne joined Union Bank in 2013 and has over 16 years of experience in the financial services industry. Prior to that she practiced
as an estate planning attorney for 15 years. As an attorney in private practice, Jayne regularly designed and implemented estate
plans, handled guardianships, probate, and estate administration, and worked with closely held businesses.
Jayne received her Bachelor of Business with a major in Accounting from Western Illinois University, and earned her law degree
from University of Houston Law School. Additionally, Jayne holds her California Life Insurance license.
wealth planning, investments, risk management, trust and estate services, and banking. Jayne works with high net worth clients
to help them build, sustain, and transfer wealth based on their unique priorities.
The Private Bank is an exclusive part of Union Bank® dedicated to the financial needs of high net worth individuals, non-profit
organizations, business owners, corporate executives, and professional service firms. The Private Bank is built around teams
of wealth management professionals who provide consultative relationships focused on the client’s unique goals and dreams.
Jayne joined Union Bank in 2013 and has over 16 years of experience in the financial services industry. Prior to that she practiced
as an estate planning attorney for 15 years. As an attorney in private practice, Jayne regularly designed and implemented estate
plans, handled guardianships, probate, and estate administration, and worked with closely held businesses.
Jayne received her Bachelor of Business with a major in Accounting from Western Illinois University, and earned her law degree
from University of Houston Law School. Additionally, Jayne holds her California Life Insurance license.
