BancWest Investment Services

Jane Warner

J.D.
Senior Wealth Strategist

Contact Me

About Jane

With over 15 years of experience working with High and Ultra High-net-worth individuals and families, Jane Warner brings extraordinary skill to clients’ wealth planning process, evaluating specific planning needs and building out integrative solutions.

As a Senior Wealth Strategist, Jane acts as a comprehensive strategic planning resource to the Wealth Management Group’s clients and their families. She helps discover planning needs and strives to deliver innovative and assimilated solutions from across the wide range of specialized capabilities offered by Bank of the West Wealth Management and BNP Paribas. Jane is also a specialist in business succession and estate plan coordination and family dynamics solutions.

Before joining Bank of the West, Jane was a Senior Wealth/Business Succession Strategist for Wells Fargo. She also held positions as a Planning Specialist at Highland Capital Brokerage and Marsh McLennan Private Client Services. Jane has been speaking at events across the country on wealth transfer and business planning for many years. Before entering the institutional wealth planning environment, she was in private law practice.
Education
Jane holds a Juris Doctor of Law Degree and Bachelor of Science Degrees in both Psychology and Education.
Financial Services
  • Wealth Planning
  • Estate and Succession Planning
US 74-989 Highway 111 Indian Wells, CA 92210
Investment Call Center
(888) 808-2947(888) 808-2947

Customized Guidance

Where are you now? - Wealth Accumulation

Where are you now? - Wealth Accumulation

Where would you like to be? - Wealth Protection

Where would you like to be? - Wealth Protection

What are your aspirations? - Wealth Transfer

What are your aspirations? - Wealth Transfer

Multiple Investment Options Provide Choice:

We offer you a model adapted to your degree of involvement in the management of your personal assets. You may choose to work with one or a blend of options depending on your needs.
Online Investing
Brokerage Solutions
Investment Advisory Solutions
Global Investment Management and Fiduciary Services
Online Investing
You want to do your own management
You wish to manage your assets yourself and are well-informed about the capital market. We will take care of all the administrative aspects of your portfolio (order execution, reports, etc.)
Brokerage Solutions
You want recommendations for your management
You would appreciate suggestions from our specialists regarding alternatives outside of managed money. We have a number of choices, including: Mutual funds, Annuities, Structured notes, Bonds, and CDs
Investment Advisory Solutions
You want management tailored to a specific strategy and desire:
Advice from our specialists about managed money solutions suited to your investing needs. We provide specific strategies such as growth or income, access to leading managers included names like BlackRock, Russell, and Vanguard, and low initial investments starting at $25,000.
Global Investment Management and Fiduciary Services
You want advice for your management and you want to benefit from:
Performance and risk management adapted to your investor profile. We provide customization, easier access to global diversification, responsiveness for seizing market opportunities, continual monitoring of your positions and fiduciary, trust, and estate services