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Shomari Gilyard, CFP®, Director, Wealth Planning, has been made a partner at KF Advisors
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NEW YORK, Jan. 12, 2021 /PRNewswire/ 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 co
NEW YORK, N.Y., Jan 12, 2021 (SEND2PRESS NEWSWIRE) 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.”