Heather Fortner

Chief Executive Officer

Professional Overview
Heather Fortner is the Chief Executive Officer of SignatureFD, a leading financial advisory firm based in Atlanta, Georgia. With over 18 years of industry experience, she is a seasoned leader known for her expertise in financial operations, compliance, and strategic business development.

Experience Summary

Current Role
As CEO, Heather is responsible for overseeing the firm's overall strategic direction, client service excellence, and operational efficiency. Under her leadership, SignatureFD has experienced significant growth, expanding its client base and enhancing its suite of comprehensive wealth management solutions. Heather's commitment to compliance and risk management has been instrumental in maintaining the firm's reputation for integrity and trust.

Career Progression
Prior to her current role, Heather served as the President and Chief Compliance Officer of SignatureFD, where she played a pivotal part in strengthening the firm's compliance and regulatory frameworks. She previously held the positions of Director of Operations and Chief Compliance Officer, during which she streamlined administrative processes and implemented robust compliance protocols. Heather's progressive career trajectory at SignatureFD is a testament to her strategic vision, operational expertise, and dedication to the firm's long-term success.

Academic Background
Heather holds a Bachelor of Business Administration degree from the University of Georgia, with a concentration in Finance. She is a respected industry thought leader and frequently speaks at conferences and events, sharing her insights on wealth management, financial operations, and compliance best practices.

Areas of Expertise

• Financial operations and process optimization

• Compliance and regulatory oversight

• Strategic business planning and development

• Wealth management solutions and client service

• Leadership and team management

Professional Impact
Under Heather's guidance, SignatureFD has consistently ranked among the top wealth management firms in the Atlanta region, recognized for its exceptional client service and innovative solutions. She has been instrumental in driving the firm's growth, with a focus on expanding its client base and enhancing its service offerings. Heather's commitment to compliance and risk management has been crucial in maintaining the firm's reputation for integrity and trust within the industry.

Conclusion
Heather Fortner's extensive experience, strategic vision, and operational expertise have firmly established her as a respected leader in the wealth management industry. As the Chief Executive Officer of SignatureFD, she continues to guide the firm's growth and innovation, cementing its position as a trusted partner for clients seeking comprehensive financial solutions.