Kathryn Habluetzel's Location
Charlotte, NC, US
Kathryn Habluetzel's Work
- Family Wealth Advisor @ COLONY FAMILY OFFICES, LLC
- Family Office Director @ Milburn Services, LLC
- Shareholder Tax Services Director @ Belk
- Managing Director @ MBL Advisors Inc., A McColl Bros. Lockwood Company
- Vice President @ Bernstein Private Wealth Management
- Tax Partner - Private Wealth Services @ Grant Thornton LLP (US)
- Principal @ Arthur Andersen LLP
Kathryn Habluetzel's Education
- University of Illinois at Urbana-Champaign
Masters of Accounting Science (Taxation)
1984 - 1985 - Louisiana State University
Bachelors of Science (Accounting)
1981 - 1984
Kathryn Habluetzel's Skills
- Securities
- Financial Advisory
- FINRA
- Insurance
- Wealth
- CPA
- Tax
- High Net Worth Individuals
- Wealth Management Services
- Tax Accounting
Kathryn Habluetzel's Summary
Kathryn Habluetzel, based in Charlotte, NC, US, is currently a Family Wealth Advisor at Colony Family Offices, bringing experience from previous roles at Milburn Services, LLC, Belk, MBL Advisors Inc., A McColl Bros. Lockwood Company and Bernstein Global Wealth Management. Kathryn Habluetzel holds a 1984 - 1985 Masters of Accounting Science in Taxation @ University of Illinois at Urbana-Champaign. With a robust skill set that includes Securities, Financial Advisory, FINRA, Insurance, Wealth and more, Kathryn Habluetzel contributes valuable insights to the industry. Kathryn Habluetzel has 3 emails on RocketReach.
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