NEW YORK, N.Y., Jan. 12, 2021 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Advisors (KF Advisors)*, a number one wealth administration agency with roughly $four billion in property below administration as of 12/31/2020, is happy to announce that Shomari Gilyard, CFP®, Director, Wealth Planning, has been made a companion of the agency. At KF Advisors, Shomari and his staff are liable for serving to purchasers discover options to handle their funding, property planning, tax, money stream, insurance coverage, retirement, borrowing, and philanthropic targets.
“Our clients benefit from Shomari’s expertise and experience helping individuals, families, and non-profits proactively plan for their short- and long-term goals,” stated 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 boost planning capabilities and develop a staff of gifted and skilled planners. Previous to KF Advisors, he held senior planning roles in Personal Wealth Administration at U.S. Belief and Ayco, a Goldman Sachs firm. Shomari started his profession at Morgan Stanley as an advisor.
He’s licensed by the CFP Board as a CFP®, CERTIFIED FINANCIAL PLANNER™. He graduated with a B.S. from Rutgers. He obtained an M.B.A. from Alfred Lerner Faculty of Enterprise and Economics on the College of Delaware with a focus in Finance.
*Klingenstein Fields Advisors represents the next affiliated funding advisors registered with the Securities and Trade Fee: Klingenstein Fields & Co., L.P. and KF Group, L.P.
Extra info: https://www.klingenstein.com/.
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Information Supply: Klingenstein Fields Advisors