avatar for Susan W. Jones, J.D, CFP

Susan W. Jones, J.D, CFP

Susan is the St. Louis leader for BKD’s Private Client Services (PCS) tax team and a leader of BKD Family Office (BKDFO).  Susan provides sophisticated income, gift and estate tax compliance, consulting and planning services to individuals, families, fiduciaries, private foundations and their related entities.  Susan also provides proactive executive compensation planning and succession planning for high net worth individuals and their family owned businesses.  As part of the PCS team, Susan uses a forward-looking approach to help clients grow and preserve assets, reduce taxes and realize their financial goals.
Susan has over fifteen years of experience which includes providing tax consulting services in the St. Louis office of a “Big Four” accounting firm and practicing law in the areas of tax and estate planning in the St. Louis office of an international law firm.

Susan is a board member of The Magic House and chairs the Development Committee.  Susan also serves on the United Way of Greater St. Louis Women’s Leadership Society Cabinet, the Mercy Planned Giving Advisory Committee and is the Program Director of the St. Louis chapter of STEP, an international association of estate planning and business succession practitioners.

Susan is a graduate of St. Louis University with a B.S.B.A. degree in Finance, summa cum laude, and a graduate of Washington University School of Law.  Susan is a member of the Bar Association of Metropolitan St. Louis and the Estate Planning Council of St. Louis.