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 News provided by Share this article Share this article 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 ...