Donald K. Jones
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 AnalystSM 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 AnalystSM Association.
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 familieis, businesses, and institutions achieve their financial objectives. Whether you're looking to preserve and share wealth, build philanthropic legacies or plan future growth, our commitment is to making your goals our priotity. At Bank of America Private Bank, we take pride in our history and in serving our clients' best interest. 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 in on providing today's clients with disciplined financial strategies and a bridge across generations.