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Karen K. Havey
Karen Kurtz Havey Regional Head of Planning Senior Wealth Strategist BNY Mellon Wealth Management Phone: 678-538-2061 Email: karen.havey@bnymellon.com Karen Havey is the Regional Head of Planning and a Senior Wealth Strategist at BNY Mellon Wealth Management in Atlanta. She is responsible for drawing upon the vast resources of BNY Mellon Wealth Management to provide wealthy individuals and families innovative wealth planning and transfer strategies with an integrated view of combining asset protection and tax tools. To ensure proper coordination of our clients' personal and professional needs, she works directly with their attorneys, accounts, and outside advisors to create a holistic, integrated plan. She also partners with other specialists at BNY Mellon Wealth Management to provide comprehensive planning to help clients meet their financial goals. Karen joined BNY Mellon Wealth Management after more than 10 years in private practice from the law firm of Chamberlain Hrdlicka, White, Williams & Aughtry where she was a partner. She focused her law practice on estate, gift, and income tax planning for wealthy individuals and families. She designed and implemented complex planning for clients to accomplish wealth transfer, asset protection, and tax mitigation. Karen also assisted on tax litigation cases in the United States Tax Court and U.S. District Courts. Karen received her B.S. degree in Psychology from Georgia College & State University, her M.B.A. and Masters in Health Administration from Georgia State University, her J.D. from Mercer University and her L.L.M. in Taxation from Georgetown University. She has been published in national estate planning journals and is a frequent speaker on various tax law and wealth transfer topics.
