NEWS: (NEW YORK, N.Y.) Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with approximately $3 billion in assets under management, is pleased to announce that Lacey Johnson has joined the firm as a Director and Wealth Advisor. In this role, Ms. Johnson will be responsible for advising high-net-worth clients on a range of wealth management issues, as well as helping to grow the firm’s client base.
Ms. Johnson joins the firm from Fidelity Investments where she was Vice President, Financial Consultant responsible for the development and retention of over $1.5 billion in client assets. She joined Fidelity in 2001 and held a number of investment advisory, client service and sales trading roles. She earned her B.A. from Baylor University.
In addition to the CFP(R) designation, Ms. Johnson holds a number of industry designations and licenses.
“Lacey brings extensive experience helping to develop and execute wealth strategies for high-net-worth clients,” said Ken Pollinger, CEO and Co-Chairman of KFWA.
He added, “We look forward to her contributions in helping to expand our existing client relationships, and in introducing new clients to our customized wealth management services.”
More information: http://www.klingenstein.com/.
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