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Education

B.S., Elon University

affiliation

American Bankers’ Association

Philadelphia Estate Planning Council

Elon University Philadelphia Alumni Chapter Board

Wealth Administrator, Officer

Breanna Raue, CTFA

Kristin A. Tavares, CTFA, is a Wealth Administrator in Glenmede’s Morristown office. In this role, she is responsible for providing trust, investment and retirement account administration for Private Wealth clients. Ms. Tavares works in partnership with investment, tax, and wealth planning colleagues to understand client goals, provide tailored guidance, and ensure wealth management goals are fulfilled.

Ms. Raue joined Glenmede’s Wealth Strategies team in 2014, providing detailed support to the individual income tax preparation group.  She later transitioned to the Wealth Advisory practice, working with senior Relationship Managers to provide trust administration and goals-based wealth planning for Private Wealth clients. Previously, Ms. Raue worked at PREIT Services in the redevelopment department.

Ms. Raue received a Bachelor of Science degree in business administration from Elon University. She holds the Certified Trust and Financial Advisor designation.

Ms. Raue is a member of the American Bankers’ Association, Philadelphia Estate Planning Council and the Elon University Philadelphia Alumni Chapter Board.

Education

B.S., Elon University

affiliation

American Bankers’ Association

Philadelphia Estate Planning Council

Elon University Philadelphia Alumni Chapter Board