Karen M Jones

Senior Vice President, Private Client Advisor

Professional Profile

Karen Jones takes a consultative approach to advising clients and managing relationships in all areas of wealth preservation and planning, including investment strategies, trust services, custom credit solutions, philanthropy and private banking.

To ensure proper coordination of her clients’ personal and professional needs, Karen helps to deliver and provide vast resources through a team approach while building effective relationships with your personal attorney and accountant. Prior to joining the firm, Karen worked in Fortune 100 firms and held various management positions in Financial Management, Business Acquisitions & Divestitures, Sales Management and Business Development. She founded and developed two profitable business start-up companies.

Karen serves on the Professional Women’s Club of Chicago (PWCC) as past president, the North Shore Healthcare Foundation Advisory Council Chairman, St. Ignatius Estate and Tax Planning Council, Chicago Artists Coalition Board Member. She is a President’s Club member of the Chicago Council on Global Affairs. Karen received her B.S. in accounting from DePaul University and her M.B.A. in marketing from Keller Graduate School of Business.

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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

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

You don’t define your wealth by numbers alone, but also by the opportunities it provides. For more than 200 years, U.S. Trust has helped clients navigate the complex challenges of managing significant wealth. We draw on U.S. Trust’s personalized approach and private banking services, as well as the resources of Bank of America Corporation, 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.

At U.S. Trust, 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.