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Karis Jones – Revant Wealth client success associate
Client Success Associate

Karis Jones.

The steady, attentive presence behind every Revant client relationship, where seamless service and long-term trust meet.

B.A. Communication

The work at Revant.

As a Client Success Associate at Revant Wealth, Karis serves as a key liaison between clients and the advisory team to support a seamless and responsive service experience. With over fifteen 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.

We may encounter many defeats, but we must not be defeated.

Maya Angelou

Education and experience.

Karis is a graduate of The University of Texas at San Antonio, where she earned a Bachelor of Arts degree in Communication. She brings more than sixteen years of experience in financial services to her work at Revant.

Outside the firm.

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, music, and an occasional glass of wine, while finding particular joy in creating meaningful connections with others.

Have a conversation with Karis.

Schedule a conversation
Begin Your DreamPath

Step one.
Dream freely.

Every Revant relationship begins the same way, a quiet conversation about the life you're building, before any numbers are modeled. Share where you are and what you're thinking through, and we'll take it from there.

01 Dream.
02 Plan.
03 Do.
04 Pulse.
Phone 949.393.2002
Office 9481 Irvine Center Dr.
Irvine, CA 92618
Name(Required)

Typically, a reply within one business day.

Revant Wealth

Dream freely. We'll do the rest.