Heather Robertson Fortner is CEO and Chair of the Board of SignatureFD, an integrated wealth management firm with offices in Atlanta, Georgia and Charlotte, North Carolina. During her 20-year tenure at SignatureFD, Heather has created and executed strategies that have grown the firm’s AUM from $250 million to over $6 billion. SignatureFD’s unique approach to wealth management – called Net WorthwhileTM – is predicated on her philosophy that every person has a purpose in life, and wealth should be a vehicle to achieve one’s goals and live in alignment with one’s values.
Heather was recognized as CEO of the Year by WealthManagement.com in 2021 and Most Admired CEO by Atlanta Business Chronicle in 2022. She deeply values industry and community service and has served on boards including TD Ameritrade’s Operations Panel, Charles Schwab’s Technology, Operations and Service Advisory Board and the Orion Advisory Board. She currently serves on the Fidelity RIA Leader’s Council, Goldman Sachs Advisor Solutions Panel, Mammoth Investors Advisory Board and Morris Brown College Board of Trustees.
Heather received her bachelor’s in finance from Kennesaw State University and a master’s in Professional Counseling from Georgia State University. She is a graduate of the Schwab Executive Leadership Program and the G2 Leadership Institute.
Website: signaturefd.com
