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At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.
Donald K. Jones
Managing Director, Private Client Advisor
Professional Profile
Donald K. Jones is a Managing Director and Private Client Advisor with Bank of America Private Bank in Boston, Massachusetts. Don works closely with high-net-worth individuals and families, developing in-depth strategies and offerings that align with their financial goals. He has experience serving senior executives and entrepreneurs in technology and biotechnology, hedge fund and private equity principals, private company business owners, entertainment executives, and professional athletes (NFL, NBA, MLB, NHL, MLS). Don offers a highly personalized approach with the goal of growing, preserving, and transferring wealth, offering strategies that reflect the unique characteristics of each client.
Don works in concert with a team of Private Banking specialists, each of whom has in-depth knowledge in a particular discipline: investment management, trust and estate planning services, credit and lending through Bank of America, N.A., family office services, and philanthropy. As a key point of client contact, Don provides consistency and coordination, directing offerings that are thoughtful, cohesive, and carefully implemented. He spends significant time discerning a client’s concerns, aspirations, and priorities — both at the outset of the relationship and through ongoing dialogue — so that he can effectively channel client needs.
Prior to joining Bank of America Private Bank (formerly U.S. Trust), Don was a Vice President with Goldman Sachs Private Wealth Management. He earned his B.A. in economics from Harvard University. Don is a CFA® charterholder and also holds the Chartered Alternative Investment Analyst designation.
*CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute
*CAIA® is a registered certification mark owned and administered by the Chartered Alternative Investment Analyst Association.
EDUCATION
- Harvard University
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Our Team
Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.
Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change
Key Contacts
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
FEATURED ARTICLES
EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST
For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.
