SignatureFD, LLC is a dynamic financial design firm passionate about providing you the financial peace of mind necessary to allow you to live confidently, fully, and purposefully. 

Consulting

SignatureFD

SignatureFD's headquarters in Atlanta, GA, United States

The Charlotte office focuses on delivering comprehensive financial planning and client care services.

Charlotte

Heather Robertson Fortner

David S. Fisher

Jim Tally

Jennifer T. Stephenson

Ashley Corban

James E. Tally, II

Blair C. Cunningham

Doug Liptak

Thomas Clarke

Chuck Gray

Bryan Craig

Laura Hubbell

Matt Barber

Margaret Huang Casey

R. Kameron Besson

Jamie McCusker Gentry

Walter Chamblee

Anthony Welch

Crystal Mathis

Tim Maurer

Dan Dubay

Katie Amy

Cooper Mathis

Laura A. Hubbell

Tony Welch

Victoria K. Shackley

Maria McCool

Chuck G. Gray

Russ Cearley

Isabel F. Berbert

Catie M. Stewart

Blake M. Williams

C. Bryan Craig

Clara C. Parris

This department focuses on providing support and assistance to clients to enhance their overall experience and satisfaction.

Client Care Services

The Financial Advisors and Wealth Management team at SignatureFD is dedicated to creating personalized financial strategies that empower clients to achieve their financial goals. By leveraging their expertise in investment management, retirement planning, and risk assessment, the team collaborates closely with clients to design solutions that provide peace of mind and support purposeful living.

Financial Advisors and Wealth Management

This department oversees the strategic direction and management of various signature initiatives within the organization.

Executive Leadership

This department oversees the strategic direction and overall leadership of the organization.

Executive Management

The Leadership Team at SignatureFD guides the strategic vision and operational excellence of the firm, ensuring that financial design services align with the needs of clients seeking peace of mind. Comprising key executives overseeing finance, compliance, marketing, strategy, investment, and technology, they collaborate to foster innovation and maintain a client-centric culture, ultimately empowering individuals to live confidently and purposefully.

Leadership Team

This department manages and strategizes planning initiatives to optimize resources and workflow.

Planning Department

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SignatureFD

Org chart

Board & advisors

Teams

Client Care Services

Financial Advisors and Wealth Management

Executive Leadership

Executive Management

Leadership Team

Planning Department

Offices

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SignatureFD

Org chart

Board & advisors

Teams

Client Care Services

Financial Advisors and Wealth Management

Executive Leadership

Executive Management

Leadership Team

Planning Department

Offices

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