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Tag: Klingenstein Fields Advisors

KF Advisors names Shomari Gilyard, CFP, a partner at NY wealth planning firm

eNewsChannels NEWS: -- 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.

Klingenstein Fields Wealth Advisors rebrands as Klingenstein Fields Advisors (KF Advisors)

eNewsChannels NEWS: -- 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).

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