ATLANTA--(BUSINESS WIRE)--SignatureFD, an award-winning integrated wealth management and advisory firm that helps clients transform their net worth into Net Worthwhile™, has recently announced the promotion of two team members to partners.
- Jennifer Stephenson, CPA, Partner, Chief Planning Officer
- JD Thacker, CFP®, Partner, Wealth Advisor
“At SignatureFD, we believe each financial blueprint should be as unique as each person. And, that every single client deserves white-glove service at every stage in their partnership with us,” said Heather Fortner, Chair & CEO of SignatureFD. “This requires that our team members have the technical expertise and credentials to navigate the industry and embody our values as an organization. Jennifer and JD have consistently demonstrated their willingness to lean into complex topics and go above and beyond for our clients. Their promotions are well-deserved and widely celebrated by our team.”
SignatureFD’s partner promotions are as follows.
Jennifer Stephenson, CPA, Partner, Chief Planning Officer: Fueled by her passion for giving families the financial confidence to live fully as they approach retirement and beyond, Jennifer has been with SignatureFD for over a decade. As Chief Planning Officer, Jennifer will focus on integrating the various disciplines of the firm into the financial planning experience. She shines in putting together processes that ensure a consistent and holistic client experience at all levels of financial planning. She is passionate about seeing clients live their Net Worthwhile™ through coordinating and pursuing their goals in each of SignatureFD’s four pillars: Grow, Protect, Give, and Live.
JD Thacker, CFP®, Partner, Wealth Advisor: JD is passionate about helping people simplify their financial lives to reach meaningful goals, which he does through his skillful talent for guiding clients through the complex world of wealth management. As a CFP®, he has been offering advice to clients in the financial planning world for over a decade, and he takes great pride in being considered a trusted advisor.
SignatureFD’s 100+ person team manages more than $6B in assets and serves more than 1,700 client families nationwide.
About SignatureFD
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 100+ passionate professionals who manage over $6B+ 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.
*Please refer to SignatureFD’s disclosures for client retention calculations.
