Jayne L. Smith
Senior Wealth Advisor at Focus Partners Wealth
- Role
- Senior Wealth Advisor at Focus Partners
- Location
- Palo Alto, CA, US
- LinkedIn followers
- 500 followers
About Jayne L. Smith
Jayne is a Senior Wealth Advisor at Focus Partners Wealth with over 30 years of experience in the wealth advisory industry. She specializes in delivering comprehensive wealth planning and investment strategies tailored to each client\'s unique needs. Passionate about building lasting relationships, Jayne takes the time to truly understand her clients\' goals and guides them toward achieving financial success. In addition to partnering with her clients, she is highly involved in Women in Wealth communities and Sustainable Investing strategies. Prior to joining Focus Partners Wealth, Jayne was Principal and Wealth Advisor at Adero Partners, where she served on the Investment Committee, led the Sustainable and Values Based Investing sub-committee, spearheaded the firm\'s IDEA (Inclusion, Diversity, Equity Alliance) initiatives and helped launch the Adero Women\'s Network. She is a Chartered Financial Analyst (CFA®) and a member of the CFA® Society of San Francisco.
Experience
Senior Wealth Advisor
May 2025 — Present · San Francisco, CA, US
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do.Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC\'s website at I post here is my opinion, not the opinion of my employer. This information is provided for general information purposes only and should not be construed as financial, tax, or legal advice.Adero Partners merged with Focus Partners Wealth in May 2025.
Education
UC Santa Barbara
Bachelor's degree, Business/Managerial Economics
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