Lia Jones
Senior Vice President and Senior Fiduciary Strategist, Key Private Bank
- Role
- Senior Vice President and Senior Fiduciary Strategist at Key Wealth
- Location
- Massillon, OH, US
- LinkedIn followers
- 500 followers
Experience
Senior Vice President and Senior Fiduciary Strategist
Nov 2022 — Present
My role is to help clients accomplish their estate and philanthropic planning objectives, and serve as the Trust Officer for those who appoint KeyBank National Association as trustee of their trusts. I also work with a number of nonprofit clients to help them grow their endowments through strategic and planned giving efforts.
Education
The University of Akron
Juris Doctor
2009 — 2012
Denison University
Bachelor of Arts
2005 — 2009
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