Karen Ebersole is a Senior Vice President and Private Client Manager with Bank of America Private Bank. She is the primary point of contact for existing clients. Karen’s objectives are to listen to clients, help identify their needs, provide guidance, and coordinate with the appropriate representatives of the Bank of America Enterprise to strategy. While developing new client relationships and helping to ensure a professional and personal client experience, Karen is responsible for assisting clients with investment management, strategic banking and credit, as well as daily liquidity and service needs.
Karen joined Wealth Management, Private Banking at Standard Federal Bank, now Bank of America Private Bank, in 2004. Before assuming her current position, she was a Private Bank Associate Team Lead with Bank of America Private Bank, a Wealth Management Private Banking Assistant for Comerica Bank and a Customer Service Representative in the banking centers for First of America Bank.
Karen completed the Oakland University Personal Financial Assistant’s Program in 2006 and became a registered associate in 2017. She is an active member of LEAD for Women Michigan Chapter.
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.