FOR IMMEDIATE RELEASE:
(of interest to editors/journalists/bloggers covering:
Business/Finance, Career Moves / N.Y. + U.S. National Business News)
Lacey Johnson, CFP(R), Joins Klingenstein Fields Wealth Advisors as Director,
NEW YORK, N.Y., April 19, 2016 (SEND2PRESS NEWSWIRE) -- 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. "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/.
* LOGO for media: Send2Press.com/mediaboom/15-0826-KFWA-300dpi.jpg
NEWS SOURCE: Klingenstein Fields Wealth Advisors
Send2Press(R) Newswire is the originating wire service for this story, issued
on behalf of the news source.
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// RELEASE END //
MEDIA ONLY CONTACTS:
[ contact info below not for publication online or in print; nor
intended for public queries ]
Susan H. Curry
Klingenstein Fields Wealth Advisors
//ADDITIONAL NOTES TO EDITO