Jane Motley

Jane M. Motley, Relationship Specialist

 

 

With over 34 years of experience in financial services focusing on the needs of clients, Jane brings a unique understanding of client needs and expectations.  She is adept at handling sensitive client information, assisting clients with their day-to-day needs, and is highly competent managing requests with important deadlines.

Before beginning her career with SunStone Financial Group under NWAM, LLC, Jane was a registered Senior Wealth Management Associate with Merrill Lynch for 4 years providing excellent wide-ranging services to individuals and high net worth families. Prior to that, Jane was a Partner and Operations Manager with Marvin & Palmer, Associates. In this role Jane handled client & banking relationships, back-office support, reconciliations of client accounts, and trade support.

Jane attended the University of Charleston, in Charleston, West Virginia. 

Jane currently resides in Long Neck, Delaware with her husband Frank. In their free time, they enjoy spending family time together with their children and three grandchildren, traveling, reading, kayaking, and the outdoors.