Karen Dixon

Karen W. Dixon
Executive Vice President Wealth Advisor Truist Bank

1400 Post Oak Blvd

Suite 650,

Houston, TX 77056-3007

About me

Background

As a Truist Bank Senior Wealth Advisor for Houston and Central Texas, Karen is committed to building a business that centers around a client’s financial well-being. She listens diligently to clients and engages them through a collaborative, goals-based 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 firm that holds financial wellness as one of its primary missions across all levels of wealth.

Karen is a native of Galveston, Texas and graduate of The University of Texas at Austin with degrees in Finance and Marketing. She is a founding member of the University of Texas McCombs School of Business Wealth Management Center Advisory Board playing an integral role in selecting the curriculum delivered to students receiving this designation. In addition, Karen serves as a member of the Investment Committee for the Greater Houston Community Foundation.

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 an active community volunteer serving several charities that focus on protecting and educating children and youth. She serves on the Casa de Esperanza Foundation and Governing Board which offers a safe place for children in crisis from birth to age 6. In addition, Karen recently joined the Junior Achievement Discovery Center Campaign Cabinet which will focus on raising the necessary funds to build a 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.

Karen is active at Chapelwood United Methodist Church and is a member of the Memorial High School Booster Club and the Spring Branch ISD PTA. She is also 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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