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Jane R. Short, CFP®

Jane R. Short, CFP®

Executive Vice President

jshort@waypointadvisors.net

Professional Experience

Jane Short has been a trusted advisor to wealthy families for 20 years. She joined Waypoint in 2016 from U.S. Trust, the private wealth management division of Bank of America, where she served as Senior Vice President/Private Client Advisor.

Throughout her career Jane has especially enjoyed helping older family members communicate to younger generations not only the responsibility of money but also their family values and their passion with regard to charitable giving.

Education

Jane is a graduate of Sweet Briar College where she majored in English. At Sweet Briar, Jane was a Benedict Scholar, active in student government, and Captain of the tennis team. To help pay her college expenses, Jane ran a sewing and mending service while she was in school and worked two jobs every summer. As an alumna, Jane has served on the Sweet Briar Alumnae Association Board and has chaired the college’s Boxwood Circle Committee.

Jane has also completed post-graduate work at the Wharton School of the University of Pennsylvania as well as at the Strome College of Business at Old Dominion University where she completed required coursework for the Certified Financial Planner (CFP®) designation.

Personal Information

Active in the community, Jane serves on the Boards of Directors of the Virginia Symphony, ACCESS College Foundation, ForKids and is a Trustee of the Eastern Virginia Medical School Foundation. She is a member of the Professional Advisory Committee for the Hampton Roads Community Foundation and Chairs the Grantmaking Committee for the Community Leadership Partners. She serves on the Executive Committee of Women United and is a member of the United Way’s Tocqueville Society Cabinet. Jane is a graduate of LEAD Hampton Roads, as well as the CIVIC Leadership Institute, and is past President of the Junior League of Miami.

In 2012, Jane was selected by Inside Business magazine for a “Women in Business Achievement Award” and, in 2013, by the YWCA as a “Woman of Distinction.” Inside Business has also named Jane to the “Power List, People Who Shape and Influence Hampton Roads,” for the past three consecutive years.

In her spare time, Jane enjoys walking with friends on the “feeder road” in Virginia Beach; skiing in Colorado with long-time pals who live in Denver; spending time in Maine and traveling to other interesting destinations with her husband, Win; spoiling her four beautiful granddaughters; and, desperately trying to catch up on her Book Club reading!