ATLANTA--()--SignatureFD, a leading privately held financial design and advisory firm, today announced that John C. O’Donnell, CIMA®, CPWA®, has joined the firm as a principal. As a senior client relationship manager, O’Donnell will focus on guiding clients through the full life cycle of wealth, including the design and execution of sophisticated wealth accumulation, preservation and transfer strategies.
“It’s my passion to help clients make wise financial decisions in order to live confidently, fully and purposefully.”
Before joining SignatureFD, O’Donnell was a Vice President with Fidelity Investments’ Private Client Group, where he managed a large practice dedicated to serving the firm’s largest high-net-worth individuals, corporate executives and business owners. Prior to his 10 years of experience in financial services, he was an account executive in the technology industry working with organizations from the startup phase all the way through to large public companies.
“John has a unique perspective which allows him to provide value added insight to both business owners and corporate executives through our planning process,” said founding partner Jeff Peller. “I am excited to have him join the SignatureFD team and am eagerly anticipating the important contributions he will bring to the firm.”
“Although most agree that there are more important things in life than money, people enjoy a better quality of life when they make smarter decisions about their finances,” said O’Donnell. “It’s my passion to help clients make wise financial decisions in order to live confidently, fully and purposefully.”
SignatureFD is an innovative and comprehensive financial design firm with a simple mission: To empower each client to use their wealth to live a great life. Founded in 1997, SignatureFD, LLC was formed to provide financial planning and investment advice to high net worth families, retirement plans, and non-profit organizations. For more information visit the SignatureFD website at www.signaturefd.com.
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