Karis Jones
Client Success Associate
SUMMARY
- B.A. in Communication with over 16 years of experience in financial services.
- Specializes in building strong, long-term client relationships and delivering exceptional client service.
- Passionate about yoga, travel, music, and creating meaningful connections with others.
- “We may encounter many defeats, but we must not be defeated.” – Maya Angelou
(949) 393-2002 ext. 106
Karis is a Client Success Associate at Revant Wealth, where she serves as a key liaison between clients and the advisory team to support a seamless and responsive service experience. With over 15 years of experience in customer service and client relations, Karis focuses on the integration of operational assistance and account maintenance—always with an emphasis on thoughtful communication and long-term relationship building.
She is a graduate of The University of Texas at San Antonio, where she earned a Bachelor of Arts degree in Communication. Karis resides in Las Vegas, Nevada with her husband, Mike, their two children, and their Chihuahua mix rescue, Gizmo. In her free time, she enjoys yoga, hiking, traveling, and an occasional glass of wine.
