Signaturefd

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At SignatureFD, we believe people want to use their wealth to do something worthwhile – for themselves, those they love, and their community. Through integrated wealth management services, we help clients create a financial design for life that enables them to protect, grow, give and live their wealth – ultimately transforming their net worth into NET WORTHWHILE™. Our highly capable, collaborative, caring and coordinated team of investment, financial planning and tax experts are committed to proactively helping clients take control of their financial lives and achieve their goals. SignatureFD has 80+ passionate professionals who manage over $4B+ and has had a client retention rate of 97% since opening its doors in 1997.* For more information and important disclosures, visit www.signaturefd.com.
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SignatureFD Surpasses $10 Billion Milestone - Business Wire

SignatureFD Surpasses $10 Billion Milestone Business Wire

SignatureFD CEO talks 'surreal' passage of $10bn and what's ahead - Citywire

SignatureFD CEO talks 'surreal' passage of $10bn and what's ahead Citywire

SignatureFD Trumpets $10 Billion Managed, Reported Assets Milestone - Family Wealth Report

SignatureFD Trumpets $10 Billion Managed, Reported Assets Milestone Family Wealth Report

SignatureFD welcomes M&A veteran Peter Nesvold to board - InvestmentNews

SignatureFD welcomes M&A veteran Peter Nesvold to board InvestmentNews

SignatureFD Adds M&A Vet Nesvold to Board - wealthmanagement.com

SignatureFD Adds M&A Vet Nesvold to Board wealthmanagement.com

SignatureFD adds M&A expert to board, says it will pursue acquisitions - Atlanta Business Chronicle - The Business Journals

SignatureFD adds M&A expert to board, says it will pursue acquisitions - Atlanta Business Chronicle The Business Journals

SignatureFD Promotes Two Team Members to Owner - Business Wire

SignatureFD Promotes Two Team Members to Owner Business Wire

SignatureFD Appoints M&A Expert Peter Nesvold to Board, Positioning the Firm for Continued Strategic Growth - Business Wire

SignatureFD Appoints M&A Expert Peter Nesvold to Board, Positioning the Firm for Continued Strategic Growth Business Wire

SignatureFD Announces Partner Promotions - citybiz

SignatureFD Announces Partner Promotions citybiz

Wealth management firm hits $1B asset mark in Charlotte - The Business Journals

Wealth management firm hits $1B asset mark in Charlotte The Business Journals

Heather Robertson Fortner: SignatureFD’s Quest for $10 Billion - Barron's

Heather Robertson Fortner: SignatureFD’s Quest for $10 Billion Barron's

SignatureFD: Leaving The Server Behind - wealthmanagement.com

SignatureFD: Leaving The Server Behind wealthmanagement.com

SignatureFD appoints Heather Robertson Fortner CEO - InvestmentNews

SignatureFD appoints Heather Robertson Fortner CEO InvestmentNews

SignatureFD Appoints Industry Tech Leader Eric Clarke to Board of Directors - Business Wire

SignatureFD Appoints Industry Tech Leader Eric Clarke to Board of Directors Business Wire

Tim Maurer Profile - CNBC

Tim Maurer Profile CNBC

SignatureFD CEO focuses on 'net worthwhile' amid high inflation, stock market volatility - The Business Journals

SignatureFD CEO focuses on 'net worthwhile' amid high inflation, stock market volatility The Business Journals

SignatureFD and Pontera Partner to Help More Retirement Savers Find Their Net Worthwhile - Business Wire

SignatureFD and Pontera Partner to Help More Retirement Savers Find Their Net Worthwhile Business Wire

SignatureFD's Heather Fortner: 'Onus is on those in the room to be the change they want to see' - The Business Journals

SignatureFD's Heather Fortner: 'Onus is on those in the room to be the change they want to see' The Business Journals

Tim Maurer, CFP - CNBC

Tim Maurer, CFP CNBC

SignatureFD’s Heather Robertson Fortner Named CEO of the Year by WealthManagement.com - Business Wire

SignatureFD’s Heather Robertson Fortner Named CEO of the Year by WealthManagement.com Business Wire

Signaturefd LLC Raises Stake in Apple Inc. $AAPL - Defense World

Signaturefd LLC Raises Stake in Apple Inc. $AAPL Defense World

Signaturefd LLC Has $260,000 Position in Citizens Financial Group, Inc. $CFG - Defense World

Signaturefd LLC Has $260,000 Position in Citizens Financial Group, Inc. $CFG Defense World

Signaturefd LLC Buys 2,016 Shares of Companhia Paranaense de Energia (COPEL) $ELP - Defense World

Signaturefd LLC Buys 2,016 Shares of Companhia Paranaense de Energia (COPEL) $ELP Defense World

Signaturefd LLC Increases Holdings in Molson Coors Beverage Company $TAP - Defense World

Signaturefd LLC Increases Holdings in Molson Coors Beverage Company $TAP Defense World

Signaturefd LLC Has $241,000 Position in FirstService Corporation $FSV - Defense World

Signaturefd LLC Has $241,000 Position in FirstService Corporation $FSV Defense World

Signaturefd LLC Has $135,000 Stake in Schneider National, Inc. $SNDR - Defense World

Signaturefd LLC Has $135,000 Stake in Schneider National, Inc. $SNDR Defense World

Qorvo, Inc. $QRVO Shares Bought by Signaturefd LLC - Defense World

Qorvo, Inc. $QRVO Shares Bought by Signaturefd LLC Defense World

Edison International $EIX Shares Sold by Signaturefd LLC - Defense World

Edison International $EIX Shares Sold by Signaturefd LLC Defense World

Signaturefd LLC Sells 1,868 Shares of Diversified Energy Company PLC $DEC - Defense World

Signaturefd LLC Sells 1,868 Shares of Diversified Energy Company PLC $DEC Defense World

Signaturefd LLC Reduces Holdings in Snap-On Incorporated $SNA - Defense World

Signaturefd LLC Reduces Holdings in Snap-On Incorporated $SNA Defense World

Signaturefd LLC Acquires 74 Shares of Royal Gold, Inc. $RGLD - Defense World

Signaturefd LLC Acquires 74 Shares of Royal Gold, Inc. $RGLD Defense World

Signaturefd LLC Boosts Position in AST SpaceMobile, Inc. $ASTS - Defense World

Signaturefd LLC Boosts Position in AST SpaceMobile, Inc. $ASTS Defense World

Signaturefd LLC Has $73,000 Holdings in Baidu, Inc. $BIDU - Defense World

Signaturefd LLC Has $73,000 Holdings in Baidu, Inc. $BIDU Defense World

Signaturefd LLC Has $45,000 Stock Position in Constellium SE $CSTM - Defense World

Signaturefd LLC Has $45,000 Stock Position in Constellium SE $CSTM Defense World

Signaturefd LLC Acquires 1,074 Shares of The Wendy’s Company $WEN - Defense World

Signaturefd LLC Acquires 1,074 Shares of The Wendy’s Company $WEN Defense World

Signaturefd LLC Sells 342 Shares of Ralph Lauren Corporation $RL - Defense World

Signaturefd LLC Sells 342 Shares of Ralph Lauren Corporation $RL Defense World

Signaturefd LLC Has $125,000 Position in Las Vegas Sands Corp. $LVS - Defense World

Signaturefd LLC Has $125,000 Position in Las Vegas Sands Corp. $LVS Defense World

Signaturefd LLC Grows Position in Selective Insurance Group, Inc. $SIGI - Defense World

Signaturefd LLC Grows Position in Selective Insurance Group, Inc. $SIGI Defense World

Signaturefd LLC Purchases 6,237 Shares of Vaalco Energy Inc $EGY - Defense World

Signaturefd LLC Purchases 6,237 Shares of Vaalco Energy Inc $EGY Defense World

Signaturefd LLC Has $28,000 Stock Holdings in SPDR Portfolio Intermediate Term Treasury ETF $SPTI - Defense World

Signaturefd LLC Has $28,000 Stock Holdings in SPDR Portfolio Intermediate Term Treasury ETF $SPTI Defense World

Signaturefd LLC Increases Stock Holdings in Freedom Holding Corp. $FRHC - Defense World

Signaturefd LLC Increases Stock Holdings in Freedom Holding Corp. $FRHC Defense World

Signaturefd LLC Has $226,000 Position in HF Sinclair Corporation $DINO - Defense World

Signaturefd LLC Has $226,000 Position in HF Sinclair Corporation $DINO Defense World

Signaturefd LLC Has $53,000 Stock Position in Alignment Healthcare, Inc. $ALHC - Defense World

Signaturefd LLC Has $53,000 Stock Position in Alignment Healthcare, Inc. $ALHC Defense World

Signaturefd LLC Increases Stock Holdings in Lear Corporation $LEA - Defense World

Signaturefd LLC Increases Stock Holdings in Lear Corporation $LEA Defense World

APA Corporation $APA Shares Purchased by Signaturefd LLC - Defense World

APA Corporation $APA Shares Purchased by Signaturefd LLC Defense World

Signaturefd LLC Sells 894 Shares of Schwab 5-10 Year Corporate Bond ETF $SCHI - Defense World

Signaturefd LLC Sells 894 Shares of Schwab 5-10 Year Corporate Bond ETF $SCHI Defense World

Signaturefd LLC Boosts Stake in Carlisle Companies Incorporated $CSL - Defense World

Signaturefd LLC Boosts Stake in Carlisle Companies Incorporated $CSL Defense World

Lithia Motors, Inc. $LAD Shares Sold by Signaturefd LLC - Defense World

Lithia Motors, Inc. $LAD Shares Sold by Signaturefd LLC Defense World

Signaturefd LLC Acquires 173 Shares of Zebra Technologies Corporation $ZBRA - Defense World

Signaturefd LLC Acquires 173 Shares of Zebra Technologies Corporation $ZBRA Defense World

Signaturefd LLC Buys 236 Shares of Ingles Markets, Incorporated $IMKTA - Defense World

Signaturefd LLC Buys 236 Shares of Ingles Markets, Incorporated $IMKTA Defense World

Signaturefd LLC Has $32,000 Stock Holdings in Peabody Energy Corporation $BTU - Defense World

Signaturefd LLC Has $32,000 Stock Holdings in Peabody Energy Corporation $BTU Defense World

Signaturefd LLC Has $84,000 Holdings in BorgWarner Inc. $BWA - Defense World

Signaturefd LLC Has $84,000 Holdings in BorgWarner Inc. $BWA Defense World

Crane $CR Shares Sold by Signaturefd LLC - Defense World

Crane $CR Shares Sold by Signaturefd LLC Defense World

Signaturefd LLC Decreases Stock Holdings in Ulta Beauty Inc. $ULTA - Defense World

Signaturefd LLC Decreases Stock Holdings in Ulta Beauty Inc. $ULTA Defense World

Ormat Technologies, Inc. $ORA Shares Sold by Signaturefd LLC - Defense World

Ormat Technologies, Inc. $ORA Shares Sold by Signaturefd LLC Defense World

Verint Systems Inc. $VRNT Stock Position Cut by Signaturefd LLC - Defense World

Verint Systems Inc. $VRNT Stock Position Cut by Signaturefd LLC Defense World

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