Jaclyn Smith Email & Phone Number
Private Wealth Advice Director @ Wells Fargo
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Jaclyn Smith Location
- San Diego, CA, US
Jaclyn Smith Work
- 2025 -now Private Wealth Advice Director @
- 2023 -now Executive Director, Senior Wealth Strategist at Wells Fargo @
- 2019 -2023 Senior Vice President, Senior Wealth Planner @
- 2017 -2019 Vice President, Senior Wealth Planner @
- 2017 -2017 Senior Associate Attorney - Trusts, Estates and Probate @
- 2015 -2016 Associate Attorney - Family Wealth and Tax Planning @
- 2010 -2015 Senior Associate Attorney @
- 2009 -2010 Attorney @ Atkinson & Farasyn, LLP
- 2008 -2008 Legal Intern @ San Mateo County Superior Court, Family Law Facilitators
- 2004 -2005 Law Clerk @ Phillips, Spallas & Angstadt LLP
Jaclyn Smith Education
- Whittier Law School
Juris Doctor, Law (Law)
2005-2008 - University of California, Davis
Bachelor of Arts, Sociology - Organizational Studies
2000-2004 - Burlingame High School 1996-2000
Jaclyn Smith Skills
- Wealth Transfer Planning
- Wealth Planning Strategies
- Tax Planning Strategies
- Tax-Efficient Planning Strategies
- Multigenerational Wealth Transfer Strategies
- Estate Planning Strategies
- Business Succession Planning Strategies
Jaclyn Smith Summary
- Jaclyn Smith, based in San Diego, CA, US, is currently a Private Wealth Advice Director at Wells Fargo. Jaclyn Smith brings experience from previous roles at Wells Fargo and Procopio, Cory, Hargreaves & Savitch LLP. Jaclyn Smith holds a 2005 - 2008 Juris Doctor, Law in Law @ Whittier Law School. With a robust skill set that includes Wealth Transfer Planning, Wealth Planning Strategies, Tax Planning Strategies, Tax-Efficient Planning Strategies, Multigenerational Wealth Transfer Strategies and more. Jaclyn Smith has 2 emails on RocketReach.
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