Episode 15: Heather Fortner, CEO of SignatureFD

Heather Fortner will inspire you to learn something today—starting with listening to this episode! She shares how she has been driven by a lifelong love of learning—while also fostering a heart for mindful rest along the way. As the CEO of SignatureFD, she uses counseling, compassion, and curiosity to help her create and advance a thriving team. She also shares how she manages it all (and thrives) as a mom of a 5-year-old and a 5-month-old. Intentionality is key for Heather—and she’ll help you find that intentionality in your own life as well.

Here’s Heather’s biography if you’d like to learn more:

As CEO, Heather leans into her passion for listening – to the SignatureFD team, our clients, and the industry – to create and implement the organization’s vision and mission to impact the lives of 10,000 families. Practicing a “coach with empathy” leadership style, Heather leverages her unique ability to harmonize people’s passions and talents to build teams and lead organizations that deliver excellent and inspiring client experiences.

Previously serving as Chief Operating Officer, Chief Compliance Officer, and President of SignatureFD, Fortner has learned, navigated, and held strategic oversight for every aspect of the organization. A highly-sought-after leader in the industry, Fortner is regularly asked to speak on the ever-changing landscape of wealth management. See a small sample of her previous speaking and media engagements below. Additionally, in 2021, Heather was awarded CEO of the Year by WealthManagement.com for the category Individual RIA Firm Leaders.

If you’d like to connect with Heater or learn more about SignatureFD, follow @SignatureFD. Also, click HERE to check out the article Heather wrote for INC.