SignatureFD’s Heather Robertson Fortner Named CEO of the Year by WealthManagement.com
ATLANTA--(BUSINESS WIRE)--Sep 13, 2021--
SignatureFD’s Heather Robertson Fortner was named CEO of the Year for the category Individual RIA Firm leaders by WealthManagement.com. Now, in its seventh year, over 900 submissions were received by Wealthmanagement.com, and only 221 companies were selected as finalists in one or more of the company, organization and individual awards categories. Out of the 221 finalists, 93 awards were given to 71 companies.
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Heather Robertson Fortner is named CEO of the Year by WealthManagement.com for the category Individual RIA Firm Leaders (Graphic: Business Wire)
“It is no secret that the last year has been exceedingly challenging for businesses – especially small and medium-sized businesses,” said David Fisher, Co-Founder, Chief Wealth Officer and Board Member for SignatureFD. “Even through these difficult times, SignatureFD had one of its strongest years to date last year and is on course to do the same this year. This is a testament to Heather’s leadership and ability to shepherd an organization through challenge and change.”
“As the CEO of SignatureFD, I want to ensure, first and foremost, that our organization is always serving our clients to the highest degree,” said Heather Robertson Fortner, CEO of SignatureFD. “I am humbled to be honored with this prestigious award because I believe it is a reflection of our success in not only serving our clients extraordinarily well but also in helping our industry move forward in innovative and impactful ways.”
This recent accolade comes on the heels of several industry and national award wins for SignatureFD, including Inc. 5000, the 2021 Accounting Today’s list of Top RIA firms, ranking #95 on Financial Advisors 2021 Annual RIA Ranking, and being honored as the Best of the Best Small Business Elite Winner in Atlanta.
According to WealthManagement.com, the winners were chosen by a panel of independent judges made up of top names in the industry and led by WealthManagement.com editor-in-chief David Armstrong. The best in each category were selected based on quantitative measures of their initiatives—such as scope, scale, adoption and feature set—along with qualitative measures, such as innovation, creativity and new methods of delivery. Because financial services leaders across the industry faced unprecedented challenges this past year, additional executive awards were established to recognize the outstanding leadership being provided by a growing number of C-suite executives in support of their employees, customers and communities.
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 wealth blueprint that enables them to Protect, Grow, Give and Live their wealth – ultimately transforming their net worth into NET WORTHWHILE™. SignatureFD has 90+ passionate professionals who manage over $5.85B+. Catering to high-net-worth families, the organization has had a client retention rate of 97% since opening its doors in 1997.*
*Please refer to SignatureFD’s disclosures for client retention calculations and ranking information https://signaturefd.com/important-disclosures/.
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KEYWORD: GEORGIA UNITED STATES NORTH AMERICA
INDUSTRY KEYWORD: FINANCE BANKING PROFESSIONAL SERVICES SMALL BUSINESS INSURANCE
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PUB: 09/13/2021 03:04 PM/DISC: 09/13/2021 03:04 PM