Kathryn Diminich
Private Wealth Planning Advisor, South State Wealth
- Role
- Private Wealth Planning Advisor, South State Wealth at SouthState Bank
- Location
- Charleston, SC, US
- LinkedIn followers
- 500 followers
Experience
Private Wealth Planning Advisor, South State Wealth
May 2017 — Present
Kathryn is a Private Wealth Planning Advisor for South State Wealth. She partners with clients to help identify, monitor, and achieve their goals by creating customized financial plans delivered in real-time. Kathryn also advises clients with navigating the estate, gift, and income tax ramifications of their estate and financial plans.
Education
Clemson University
Masters of Accounting, Taxation
1998 — 1999
Clemson University
BS, Accounting
1994 — 1998
Skills
- Wealth
- Financial Planning
- Financial Planners
- Cpa
- High Net Worth Individuals
- Tax
- Wealth Management Services
- Retirement Planning
- Finance
- Strategic Financial Planning
- Investment Management
- Estate Tax Planning
- Wealth Management
- Trust Services
- Investments
- Financial Advisory
- Risk Management
- Income Tax
- Estate Planning
- Accounting
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