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Jon Turner
Senior Trust Officer & Trust Operations Manager

I am a Senior Trust Officer and Trust Operations Manager. I have over a decade of experience working with affluent families on strategic planning and wealth management.

PHONE
206.623.6641

EMAIL:
jturner@pacific-portfolio.com

How I Increase Your Value of Time®

I am responsible for the planning and implementation of generational wealth transfer strategies, philanthropy and wealth management services for affluent families, family offices, business owners and executives.

My Background, Education & Credentials

Prior to Pacific Portfolio I worked as a trust officer at First Merchants and Bank of America Private Bank. I bring experience as a lawyer having worked in Denver, Colorado. I earned a B.A. from Rice University, J.D. from University of New Mexico, and a LLM in taxation from the University of Denver. I am a licensed attorney in Colorado, a member of the Colorado State Bar Association and the Estate Planning Council of Seattle.

What the Value of Time® Means to Me Personally

I am an avid sports fan who enjoys watching live sports. I like to stay active by running. I enjoy traveling and volunteering at the animal shelter in my spare time.

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