Shomari Hearn has been named client service manager for Palisades Hudson Financial Group LLC’s new South Florida office, which opened this month in downtown Fort Lauderdale.
Shomari will serve the firm’s growing Florida clientele along with PHFG President Larry M. Elkin, who will divide his time between the Scarsdale and Fort Lauderdale offices, and client service associate Paul Jacobs, who is scheduled to transfer from Scarsdale to Florida in mid-2006. Shomari, who is a Certified Financial Planner and is enrolled to practice before the Internal Revenue Service, and Paul will continue to serve their current non-Florida clients.
Our staff also has expanded with the addition of Lauren Fiel, a 2005 graduate of the New York University Stern School of Business. Lauren joined PHFG’s Scarsdale staff this summer as a client service associate. She was raised in the Philadelphia area and now resides in New York City. Paul, who grew up in Queens, N.Y., joined PHFG in 2002 after graduating from NYU’s Stern School of Business earlier that year. His major responsibilities are in the investment advisory, tax, estate administration and business valuation areas of our practice.
Shomari, a Bronx native and 1997 economics graduate of Duke University, joined Palisades Hudson in 1998 and became a manager in 2002. He has extensive experience in investment planning, insurance consulting, tax planning and compliance, and estate planning and administration. He has helped organize and administer several start-up businesses operated by Palisades Hudson clients. Shomari also serves as a portfolio manager for Palisades Hudson Asset Management L.P., our firm’s registered investment advisor affiliate, and as administrator of Palisades Hudson Charitable Portfolio, Inc., a public charity organized to help Palisades Hudson clients and others implement charitable giving programs.
Our new office is in the Corporate Center building at 110 E. Broward Blvd., near the heart of Fort Lauderdale’s fast-growing Las Olas district of restaurants, boutiques and high-rise condominiums. The telephone number is (954) 524-5552.