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Shomari D. Hearn, CFP®, EA

Managing Vice President

Shomari D. Hearn, CFP®, EA, holds the title of managing vice president, the first in the history of our firm. Though based in Palisades Hudson’s Fort Lauderdale, Florida headquarters, he regularly meets with clients across the United States and abroad.

As managing vice president, Shomari holds executive responsibility for all of the firm’s operations. His main focus is strategic initiatives, such as the Entertainment and Sports Team, which he oversees along with Vice President Eric Meermann. Shomari also continues to provide a wide range of services to our clients, including asset allocation programs, investment analyses, cash flow projections, retirement plans, tax strategies, income tax return preparation, accounting and estate administration.

Since moving to Florida more than a decade ago, Shomari has become an integral part of the city’s business community. He is active in the Greater Fort Lauderdale Chamber of Commerce, where he previously served on the Small Business Committee and the committee for the Chamber and the City of Fort Lauderdale’s Business First Initiative. Shomari is a graduate of the Chamber’s Leadership Fort Lauderdale program (Class XIII), and served as the curriculum chair for the program’s Class XVII.

Shomari established the firm’s first branch office in Fort Lauderdale in 2005, but he began his Palisades Hudson career in New York. He joined the staff as an associate in 1998 and became a client service manager in 2003. Shomari joined the executive team as a vice president in 2012 and was a longstanding member of the firm’s investment committee. He also formerly served as the Chief Compliance Officer for the firm’s investment advisor affiliate, Palisades Hudson Asset Management, L.P.

Shomari is a regular contributor to Sentinel, the firm’s newsletter. Recent articles include:

Readers of our firm’s books will also enjoy Shomari's work. He contributed Chapter 17, “Living And Working Abroad,” to The High Achiever's Guide to Wealth. His chapters for the firm's previous book, Looking Ahead: Life, Family, Wealth and Business After 55, covered topics including relationships with adult children, life insurance and retiring abroad. Shomari has been quoted by financial columnists for The Wall Street Journal, CNN Money, Forbes Magazine, Barron’s, Sun Sentinel and many other local and national publications.

A New York City native, Shomari is a 1997 graduate of Duke University, where he obtained a B.A. in economics and a certificate in markets and management study.

Phone:

(954) 524-5552

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