Shomari D. Hearn, CFP®, Enrolled Agent

Shomari Hearn, CFP®, EA, is the client service manager in charge of our Florida practice. He is based in the firm’s Fort Lauderdale office.

Shomari provides a wide range of services to Palisades Hudson clients, including asset allocation programs, investment analyses, cash flow projections, retirement plans, tax strategies and income tax returns, accounting and estate administration. He also is a member of the firm’s investment committee.

Shomari is a member of the Estate Planning Council of Greater Miami, the Financial Planning Association of Broward County, and the Planned Giving Council of Broward County. He also is active in the Greater Fort Lauderdale Chamber of Commerce.

Shomari joined Palisades Hudson in 1998 after working in the Small Business Center at Metropolitan Life. He became a Palisades Hudson client service manager in 2003 and established the Fort Lauderdale office in 2005.

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. While in college Shomari spent one summer as a law clerk for Coudert Brothers in New York and another as an investment management intern for a Washington, D.C.-based money manager.

Shomari wrote “Welcome, Stranger: Florida Greets Newcomers With Higher Taxes” in the April 2007 issue of Sentinel; “Lessons From Hurricane Wilma” in the January 2006 issue of Sentinel; “Lesson from Heartland: Watch Fund Pricing” in the December 2000 issue, and was co-author of “Choosing A Section 529 College Savings Plan” in the April 2002 issue. He has been interviewed by several media outlets on investment and college funding topics.

2 Overhill Road, Suite 100 Scarsdale, NY 10583 Phone (914) 723-5000 Fax (914) 723-5139		110 E. Broward Blvd., Suite 1620 Fort Lauderdale, FL 33301 Phone (954) 524-5552 Fax (954) 524-5554
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