Wealth Management

Kristen Hartman

Kristen Hartman

Chief Fiduciary Officer and Manager of Trust Services with Clermont Wealth Strategies

Kristen L. Hartman is the Chief Fiduciary Officer and Manager of Trust Services with Clermont Wealth Strategies. Clermont Wealth Strategies is a financial services firm that operates through Fulton Bank, N.A. and other subsidiaries of Fulton Financial Corporation and is headquartered in Lancaster, Pennsylvania. Clermont works to create customized financial solutions to meet individual needs. Broadly speaking, Clermont offers financial planning, investment counseling, investment management, trust and private banking services.

Ms. Hartman manages the fiduciary services business for Clermont. Kristen also assists Clermont’s clients with complex financial planning needs. She collaborates with clients and their professionals (such as attorneys, accountants and insurance advisors) on addressing such issues as financial planning, estate planning, and business succession planning.

Prior to joining Clermont Wealth Strategies, Ms. Hartman was a practicing attorney in Lancaster, Pennsylvania and concentrated her practice in transactional matters, including estate planning. Kristen practiced for approximately eight years prior to joining Clermont.

Kristen received her undergraduate degree (B.A.) from Dickinson College. She earned her law degree from Widener University School of Law and received an LL.M. in Taxation and a Certificate in Estate Planning from Villanova University School of Law.

All High Center team members also are available for consulting with member businesses on needs specific to their family business.