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 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
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Verified contacts
121
available on Kipplo
LinkedIn employees
141
51 to 200 range
Open roles
—
no listings
Distinct roles
63
indexed titles
Tech stack
3
tools in use
Monthly traffic
1.2K
organic / mo
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Decision-makers and verified team members
121 contacts with verified email or phone · masked until revealed.
- BW
Bethany Wilmoth
Director of Portfolio Accounting · Finance & Accounting
EmailPhone - CH
Chad Hunt
Director of Fund Management · Finance & Accounting
EmailPhone - CS
Colin Sturgis
Principal · Finance & Accounting
EmailPhone - JY
James Yost
Partner, Wealth Advisor · Finance & Accounting
EmailPhone - JL
Jay Loyd
Partner, Advisor · Finance & Accounting
EmailPhone - JS
Jessica Soto
Director of People and Culture · Human Resources
EmailPhone - KE
Keilah Everett Barikos
Director of Element Operations · Operations
EmailPhone - KS
Kim Stewart
Director of Service · Customer/Client Service
EmailPhone - LP
Liz Pickett
Director of Portfolio Accounting · Finance & Accounting
EmailPhone
Showing 9 of 121 verified contacts
Top roles at Signaturefd
63 distinct titles indexed · top 10 shown.
- 11client care associate
- 11partner
- 10planning associate
- 5financial planning associate
- 5senior client care associate
- 4portfolio analyst
- 3initiative executive assistant
- 3senior planning associate
- 2client associate
- 2compliance associate
- +53more titles
Sign up to unlock all 121 contacts at Signaturefd
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