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.
Karen Jones is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Chicago, Illinois. Karen takes a consultative approach to advising clients and managing relationships in multiple areas of wealth preservation and planning, including investment strategies, trust services, custom credit, philanthropy and private banking. She addresses clients’ personal and professional needs, working in concert with a team of locally based specialists. A veteran advisor, Karen also builds effective relationships with a client’s personal attorney and accountant, as appropriate.
Prior to joining the firm in 2012 (formerly U.S. Trust), Karen worked at Fortune 100 firms and held various leadership positions in Financial Management, Business Acquisitions & Divestitures, Sales Management and Business Development. She also founded and developed two profitable business start-up companies. Karen earned her B.S. in accounting from DePaul University and her M.B.A. in marketing from Keller Graduate School of Business.
Active in the community, Karen is past president of the Professional Women’s Club of Chicago (PWCC), chair of the North Shore Healthcare Foundation Planned Giving Advisory Council, council member of the St. Ignatius Estate and Tax Planning Council, founding member for the St. Ignatius Business Society, vice chair of the Chicago Artists Coalition, member of ProVisors Estate and Succession Planning group and active member of the Society of Contemporary Art for the Art Institute of Chicago.
- DePaul University
- Keller Graduate School
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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.