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.
Senior Vice President, Senior Trust Officer
Karen Buchanan is a Senior Vice President and Senior Trust Officer for the Bank of America Private Bank in Richmond, Virginia. Her responsibilities include delivering comprehensive wealth planning and fiduciary advice to high-net-worth clients and their families. She works closely with a team of experienced professionals to offer financial planning, trust and estate services, investment management, insurance, banking and customized credit solutions.
Karen joined Bank of America Private Bank (formerly U. S. Trust) in 2008 and has over 30 years of experience in personal and charitable trust administration. Karen received her Bachelor of Science in business administration with a concentration in finance from Old Dominion University.
She is also a graduate of the American Bankers Association National Trust School and National Graduate Trust School. Additionally, Karen holds the Certified Trust and Fiduciary Advisor (CTFA) designation which is sponsored by the ABA Institute of Certified Bankers.
Karen is a member of the Richmond Trust Administrators Council.
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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.