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.

Prior to joining Glenmede, Ms. Tavares worked for Beacon Trust Company, where she served as a Client Services Associate. She supported two Trust Officers in the Trust and Estate department; consistently acting as a primary contact to effectively handle client concerns and requests.

Ms. Tavares received her Bachelor of Arts degree from Loyola University Maryland. She is a graduate of Cannon Financial Institute and holds the Certified Trust and Fiduciary Advisor designation. She is currently pursuing her CERTIFIED FINANCIAL PLANNER^TM designation. She also serves on the Auction Committee for The Seeing Eye.