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WealthManagement EDGE

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May 21 - 24, 2023
The Diplomat Beach ResortHollywood, Florida

Heather Fortner
CEO at SignatureFD

Profile

As CEO of SignatureFD, Heather leverages her unique ability to connect people’s passions and talents to build teams and lead organizations that deliver excellent and inspiring client experiences. Previously serving as COO, CCO and President of SignatureFD, Heather has held strategic oversight for every aspect of the organization, which has more than $6 billion in assets under management. Along the way, Heather learned two key things that fuel how SignatureFD serves its team members and clients: 1) people need a purpose in life, and 2) people need a purpose for their wealth. These beliefs are the cornerstone of SignatureFD’s client promise, Net Worthwhile™, which is the idea that your wealth is only valuable to the extent that it helps you live a life you truly want. As CEO, Heather leverages her Master of Science in Professional Counseling to truly listen – to the SignatureFD team, clients, and the industry – to realize the organization’s vision and mission to impact the lives of 10,000 families with Net Worthwhile. She is a highly sought-after speaker on the ever-changing landscape of wealth management, and she regularly contributes content on DEI and leadership to Inc.com. In 2021, she was awarded CEO of the Year by Wealth Management Magazine, and in 2022, she was awarded Most Admired CEO by the Atlanta Business Chronicle.

Agenda Sessions

  • RIA CEO All Stars Panel

    10:20am

Speakers at this event