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Shomari Gilyard, CFP®, Director, Wealth Planning, has been made a partner at KF Advisors

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 recog ....

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Shomari Gilyard, CFP, Director, Wealth Planning, has been made a partner at KF Advisors

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.” ....

Shomari Gilyard , Kennethd Pollinger , Exchange Commission , Morgan Stanley , Skf Group , Goldman Sachs , Alfred Lerner College Of Business , University Of Delaware , Klingenstein Fields Co , Klingenstein Fields Advisors , Wealth Planning , Private Wealth Management , Alfred Lerner College , Klingenstein Fields , பரிமாற்றம் தரகு , மோர்கன் ஸ்டான்லி , க்ஃப் குழு , கோல்ட்மேன் சாக்ஸ் , ஆல்ஃபிரட் லெர்னர் கல்லூரி ஆஃப் வணிக , பல்கலைக்கழகம் ஆஃப் டெலாவேர் , செல்வம் திட்டமிடல் , ப்ரைவேட் செல்வம் மேலாண்மை , ஆல்ஃபிரட் லெர்னர் கல்லூரி ,