Jeanne BarrettManaging Director Senior Business Development Officer Private Client Group Wealth Management & Trust San Francisco Bay Area
Ms. Barrett enjoys helping clients accomplish their objectives for financial and estate planning. Ms. Barrett brings over 30 years of experience assisting clients with living trusts, charitable remainder trusts, conservatorships and estates as both a trust officer and attorney.
Prior to joining Boston Private Ms. Barrett practiced law in Rhode Island and Minnesota, and previously worked at the Wells Fargo Bank Trust Office in Palo Alto, California. In addition to planning, she has administered trusts and settled estates for clients in the San Francisco Bay Area.
Ms. Barrett is a graduate of Boston College and the University of California Hastings College of the Law. She is an active member of the Peninsula Estate Planning Council and the Financial Planning Forum in Palo Alto, California.