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Kara Harmon

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Kara Harmon

Senior Tax Accountant - Family Wealth Planning Group | Moneta

Missouri, St. Louis, United States

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Kara Harmon

Summary

Kara Harmon is a seasoned financial advocate with over two decades of experience in the financial services industry. Currently serving as Partner and Family CFO at Moneta, she excels in providing personalized financial advice and fostering long-term relationships with clients. Her background in accounting, coupled with her expertise in tax, investments, and retirement planning, allows her to navigate complex financial landscapes effectively. Kara's commitment to conflict-free advice and understanding her clients' unique financial situations sets her apart in the industry. She holds a Bachelor of Science in Accounting from Miami University and has pursued various professional designations to enhance her skill set. Kara's dedication to client success and her role in developing multi-generational financial plans underscore her leadership in the field. Outside of her professional commitments, she is likely interested in emerging technologies and innovations that can further enhance financial planning.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Kara Harmon

Work Experience

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Partner and Family CFO at

Moneta

June 2001 - Present

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Kara Harmon

Education

Miami University, Bachelor of Science (B.S.), Accounting

January 1993 - January 1997

Frequently Asked Questions about Kara Harmon

What is Kara Harmon email address?

Kara Harmon's primary email address is *******@monetagroup.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Kara Harmon work for?

Kara Harmon is a Senior Tax Accountant - Family Wealth Planning Group at Moneta.

Where Kara Harmon graduated from?

Kara Harmon holds a degree in null from Miami University.

How can I directly contact Kara Harmon?

To contact Kara Harmon directly, you can use the email address *******@monetagroup.com. Complete contact information is available upon registration with Muraena.

Who is Kara Harmon?

Kara Harmon is a seasoned financial advocate with over two decades of experience in the financial services industry. Currently serving as Partner and Family CFO at Moneta, she excels in providing personalized financial advice and fostering long-term relationships with clients. Her background in accounting, coupled with her expertise in tax, investments, and retirement planning, allows her to navigate complex financial landscapes effectively. Kara's commitment to conflict-free advice and understanding her clients' unique financial situations sets her apart in the industry. She holds a Bachelor of Science in Accounting from Miami University and has pursued various professional designations to enhance her skill set. Kara's dedication to client success and her role in developing multi-generational financial plans underscore her leadership in the field. Outside of her professional commitments, she is likely interested in emerging technologies and innovations that can further enhance financial planning.

Kara`s contact details

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*******@monetagroup.com

Colleagues

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Peter Schick

Chairman of the Board

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Brett Woodruff

Project Analyst

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William Rowe

Account Manager and Marketing Executive

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Jason Kettler

Vice President of Information Security

Tom Rogers

Vice President

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Bethany Wilkinson

Human Resources Assistant

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Matt Ring

Family CFO

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Elizabeth Carter

Finance Department Intern

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