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

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

Jane resides in Delaware with her husband Frank. They enjoy spending time with their children and grandchildren.

Get in Touch: 302-757-3021 jmotley@sunstonecg.com