Investment Services St. Louis
Karen serves as Senior Wealth Advisor for Midland Wealth Management in St. Louis, Missouri. She provides personalized financial guidance to individuals and families, helping clients align wealth strategies with their long-term goals. With over a decade of experience, Karen has worked with high-net-worth and ultra-high-net-worth clients. Before joining Midland, she was a Private Client Manager with Bank of America Private Wealth Management, managing relationships across investments, trusts, and banking. Her background encompasses retirement planning, trust administration, portfolio construction, and lending solutions. Recognized for her ability to build multigenerational relationships, Karen collaborates with teams to deliver a comprehensive client experience.
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