Shomari Gilyard CFP

Director, Wealth Planning

Klingenstein Fields & Company

    New York, NY, USA

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Bio
Mr. Gilyard initiated his career as an Advisor at Morgan Stanley. Then, he joined Ayco, a Goldman Sachs Company, as a financial planner, where he provided comprehensive planning services for corporate executives and high-net-worth private clients. He subsequently was in Private Wealth Management at U.S. Trust, developing and presenting customized recommendations to clients across financial planning, tax, insurance, investment, estate planning, and philanthrop... (login for more professional bio)
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