Home All Stories Index News: Shomari Gilyard, CFP, Director, Wealth Planning, has been made a partner...

News: Shomari Gilyard, CFP, Director, Wealth Planning, has been made a partner at KF Advisors | CitizenWire

22
0
news:-shomari-gilyard,-cfp,-director,-wealth-planning,-has-been-made-a-partner-at-kf-advisors-|-citizenwire

Klingenstein Fields Advisors

NEW YORK, N.Y. /CitizenWire/ — Klingenstein Fields Advisors (KF Advisors)*, a leading wealth management firm with approximately $4 billion in assets under management as of 12/31/2020, is pleased to announce that Shomari Gilyard, CFP®, Director, Wealth Planning, has been made a partner of the firm. At KF Advisors, Shomari and his team are responsible for helping clients find solutions to address their investment, estate planning, tax, cash flow, insurance, retirement, borrowing, and philanthropic goals.

“Our clients benefit from Shomari’s expertise and experience helping individuals, families, and non-profits proactively plan for their short- and long-term goals,” said Kenneth D. Pollinger, CEO and Co-Chairman of KF Advisors. “His dedication to our clients’ well-being is unmatched, and we are pleased to recognize his strong contribution to the firm’s success.”

Shomari joined KF Advisors in 2015 to enhance planning capabilities and develop a team of talented and experienced planners. Prior to KF Advisors, he held senior planning roles in Private Wealth Management at U.S. Trust and Ayco, a Goldman Sachs company. Shomari began his career at Morgan Stanley as an advisor.

He is certified by the CFP Board as a CFP®, CERTIFIED FINANCIAL PLANNER™. He graduated with a B.S. from Rutgers. He received an M.B.A. from Alfred Lerner College of Business and Economics at the University of Delaware with a concentration in Finance.

*Note: Klingenstein Fields Advisors represents the following affiliated investment advisors registered with the Securities and Exchange Commission: Klingenstein Fields & Co., L.P. and KF Group, L.P.

More information: https://www.klingenstein.com/.

*LOGO link for media: https://www.Send2Press.com/300dpi/20-0826s2p-kfadv-logo-300dpi.jpg

Learn More: http://www.klingenstein.com

This version of news story was published on and is Copr. © 2021 CitizenWire™ (CitizenWire.com) – part of the Neotrope® News Network, USA – all rights reserved.

Information is believed accurate but is not guaranteed. For questions about the above news, contact the company/org/person noted in the text and NOT this website.

LEAVE A REPLY

Please enter your comment!
Please enter your name here