ATLANTA, GA – December 10, 2018 – SignatureFD, a leading financial design and advisory firm that helps clients make an impact with their wealth, today announced the appointment of Robin Lee Marx as the company’s Director of Portfolio Management. Marx will oversee client investment strategy and execution, helping the team design and monitor customized portfolios for each client. Marx will also support the client relationship team regarding the delivery and communication of SignatureFD’s unique investment concepts and beliefs to our clients.
ATLANTA, GA – December 7, 2018 – SignatureFD, a leading financial design and advisory firm that helps clients make an impact with their wealth, today announced the appointment of Lonnell Dawson Williams as the company’s Director of Frazier & Deeter Strategic Partnership. Williams will help SignatureFD elevate its partnership with Frazier & Deeter, a nationally ranked public accounting and advisory firm, through strategies that build community and promote growth.
It’s essential for both members of a married couple to have at least a working knowledge of household income and bills. Kameron Besson, partner at SignatureFD in Atlanta, says the husband often manages money for the household. “Given that females are living longer, I work a lot with the surviving spouses,” he says. “It’s important that the husband communicate that knowledge and [financial] relationships so the spouse can understand.”
SignatureFD Partner, Chief Compliance Officer and Chief Operating Officer, Heather Fortner, sat down with the…
SignatureFD is pleased to announce the addition of J. Colin Sturgis, CFP® as an Advisor. In his role, Colin will bring trusted and personalized guidance to high-net-worth individuals and families to help them design their financial futures in order to maximize their impact.