Karen Dixon

Karen W. Dixon
Executive Vice President Regional Managing Director Truist Bank

1400 Post Oak Blvd

Suite 650,

Houston, TX 77056-3007

About me

Background

As a Wealth Regional Managing Director for Houston and Central Texas, Karen Dixon is committed to building a business that centers around her clients’ financial well-being. The hallmark of the practice is listening diligently to clients and engaging them through a collaborative, goals-based financial planning approach to determine strategies that align with their needs, wants, and wishes.
 
Karen offers more than 30 years of experience working with successful individuals and families and is proud to be with a company that holds financial wellness as one of its primary missions across all levels of wealth.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

Education

BBA- Finance and Marketing
The University of Texas at Austin 1982 1986

Personal Interests

Karen is a native of Galveston, Texas, and a graduate of the University of Texas at Austin with degrees in finance and marketing.   
 
As an active community volunteer, she serves with several charities that focus on protecting and educating children and youth. She serves on the Casa de Esperanza Foundation and Governing Board, which supports Casa’s efforts to offer a safe place for children in crisis for birth to age 6. In addition, she recently joined the Junior Achievement of Southeast Texas’ Discovery Center Campaign Cabinet, which will focus on raising the necessary funds to build a state of the art financial literacy venue for youth in Houston. She has been actively involved with JA Biztown for several years and has taught financial literacy classes for the Women’s Resource in Houston alongside the Truist Wealth team.
 
She is a member of Chapelwood United Methodist Church, the Memorial High School Booster Club, and the Spring Branch PTA, and a sustaining member of the Junior League of Houston.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

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