Author name: Klingenstein Fields Advisors

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

Klingenstein Fields Advisors / January 12, 2021

NEW YORK, N.Y. — 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.

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Klingenstein Fields Wealth Advisors (KFWA) will now be known as Klingenstein Fields Advisors

Klingenstein Fields Advisors / August 26, 2020

NEW YORK, N.Y. — Klingenstein Fields Wealth Advisors (KFWA) announced today that, together with its affiliate, KF Group, LP, with which it conducts a fully-integrated advisory business, it is now operating under the brand name Klingenstein Fields Advisors (KF Advisors).