ATLANTA--(BUSINESS WIRE)--SignatureFD, a leading financial design and advisory firm that offers integrated wealth management services, helping clients transform their net worth into NET WORTHWHILE™, has expanded its growing Charlotte office with the addition of Leah Maybry, CPA.
Maybry has over 20 years of experience in advising high-net-worth clients and their closely held businesses. Prior to joining SignatureFD, Leah spent ten years in the Big Four accounting firms, serving at both KPMG and Deloitte, as well as eight years at Elliott Davis. Most recently, she served at McShane Partners, a Charlotte-based RIA group.
“We’re thrilled to welcome Leah to SignatureFD!,” said Russ Cearley, CFA®, Partner and Director of the SignatureFD Charlotte Office. “She’s a seasoned leader, respected member of our community, and has a passion for building relationships and serving clients. She will be a great addition to our Charlotte team.”
“I am honored and excited to join the SignatureFD team and help grow the Charlotte office,” said Leah Maybry, advisor at SignatureFD. “SignatureFD shares my core values and commitment toward building long-lasting personal relationships with my clients and advising them on using their wealth to live a rich life now and in the future.”
Maybry is a CPA and holds a Bachelor of Arts in Accounting from Wofford College. She is involved in her community as a member of Women Executives, the Charlotte Estate Planning Council, the Queens University Estate Planners Day Steering Committee, the Atrium Health Foundation Professional Advisory Council, and Matthews Presbyterian Church. She is also a board member for Dress for Success Charlotte and Alexander Youth Network.
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, visit www.signaturefd.com.
*Please refer to SignatureFD’s disclosures for client retention calculations.