Family Wealth Advisor at COLONY FAMILY OFFICES - Charlotte, NC, US
Family Wealth Advisor
Contact Kathryn Habluetzel
Client Service Associate
Contact Kristen Marrs
Advisor, Chief Investment Strategist
Contact Tom Byrd
Client Service Analyst
Contact Heather Johnson
Client Services Team
Contact Andrea Rossi
Wealth Advisor
Contact Kristin Lewis
Managing Director
Contact Eric Ridenour
Colony Family Offices is an independent, multi-family office providing fully integrated wealth planning, investment management and fiduciary services to individuals and families of wealth.