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
To view the original version on Send2Press Newswire, visit: https://www.send2press.com/newswire/lacey-johnson-cfp-joins-klingenstein-fields-wealth-advisors-as-director-wealth-advisor-2016-0419-05.shtml.
NEWS SOURCE Klingenstein Fields Wealth Advisors :: This press release was issued on behalf of the news source (who is solely responsible for its accuracy) by and Copr. © 2016 Send2Press® Newswire, a service of Neotrope®.