SignatureFD Announces Multiple Partner Promotions as they Continue to Grow Client Base

SignatureFD, an award-winning integrated wealth management and advisory firm that helps clients transform their net worth into NET WORTHWHILE™, today announced the promotion of seven team members to partner.

• Ashley Corban, Partner, Chief Financial & People Officer (CFPO)
• Brian Frey, CFP®, Partner, Wealth Advisor, SignatureENTREPRENEUR
• Bryan Craig, CFP®, Partner, Wealth Advisor
• Clara Parris, CFP®, Partner, Wealth Advisor, SignatureEXECUTIVE
• Hunter Hill, Partner, Director of Growth
• Isabel Berbert, Partner, Wealth Advisor, SignatureENTREPRENEUR
• Leah Maybry, CPA, Partner, Wealth Advisor

SignatureFD focuses on helping high-net-worth families grow, protect, give, and live their wealth to the fullest, what SignatureFD calls NET WORTHWHILE™. They deliver this promise through their unique client communities, helping clients use their wealth to live a life that matters most to them.

“At SignatureFD, we consider reaching numbers in a portfolio as an integral, but not isolated, part of the true wealth fulfillment journey. This is why we choose to focus more on how the numbers can and should work for you,” said Heather Robertson Fortner, CEO at SignatureFD. “The five advisors we have invited into partnership have proven track records of helping high-net-worth families navigate challenges and uncover opportunities related to their wealth, as those families pursue the things that matter most to them.”

Continued Fortner, “As CFPO, Ashley was critical in helping navigate SignatureFD through an unprecedented event – the pandemic – to one of SignatureFD’s strongest years to date. And, since joining SignatureFD, Hunter has been instrumental as the advisor advocate and coach. These promotions to partner are not only well-deserved but widely celebrated by our entire team.”

Ashley Corban, Partner, CFPO: Ashley has more than 15 years in financial management and operations. Prior to joining SignatureFD, she spent eight years as the controller for Frazier & Deeter, SignatureFD’s partner CPA firm, where she was responsible for directing and overseeing all financial and operational activities.

Brian Frey, CFP®, Partner, Wealth Advisor, SignatureENTREPRENEUR: Brian has more than a decade of experience helping business owners and high-net-worth families address challenges and capitalize on opportunities. Previously, he was named on Atlanta magazine’s Five Star Best in Client Satisfaction Wealth Managers.

Bryan Craig, CFP®, Partner, Wealth Advisor: As a relationship manager with nearly a decade of experience, Bryan assists growth-focused clients who are working toward achieving long-term financial success in areas of investment management, cash flow, tax and estate strategies as well as insurance analysis. He challenges clients to measure what matters, being intentional with their finances, time and relationships to maximize impact.

Clara Parris, CFP^®, Partner, Wealth Advisor, SignatureEXECUTIVE: Clara’s unique insight into the complexities that accompany wealth, engendered by her experience serving overseas with a faith-based ministry, enables her to work with high-net-worth clients to help them make decisions that move toward their financial and personal goals. Prior to joining SignatureFD, Clara was a Wealth Planner with Wells Fargo Private Bank where she worked with high-net-worth business owners, executives, and families.

Hunter Hill, Partner, Director of Growth: Whether helping a football team win the game, leading soldiers in combat, serving as a state senator, or running as a candidate for governor, Hunter has always had a passion and unique talent for getting the team to the goal. Hunter was in the real estate and security industries before leading Tommy Newberry Coaching, an executive and entrepreneur coaching company.

Isabel Berbert, Partner, Wealth Advisor, SignatureENTREPRENEUR: In her role as a wealth advisor, Isabel has worked with high-net-worth individuals, endowments, and foundations all over the U.S. for 15 years. She is also passionate about diversity and inclusivity and believes in mentoring the next generation of aspiring women in her industry. Driven by her desire to help others, Isabel’s goal in working with clients is to relieve their financial burdens and empower them to live their best life. Prior to her time at SignatureFD, Isabel spent a number of years at J.P. Morgan and UBS, and she has accumulated experience in investment management, retirement planning, complex trust and estate planning, debt management, and alternative investments.

Leah Maybry, CPA, Partner, Wealth Advisor: Leah has advised high-net-worth clients and their closely held businesses for over 20 years. As an advisor in our Charlotte Office, she provides comprehensive financial planning, tax, and consulting services to a wide array of clients, including professional athletes, corporate executives, entrepreneurs, and wealthy families. She also has a special affinity for the elderly and families that have generational planning needs.

SignatureFD manages more than $4B in assets and has a 97%* client retention rate.

About SignatureFD

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 financial design for life that enables them to protect, grow, give and live their wealth – ultimately transforming their net worth into NET WORTHWHILE™. Our highly capable, collaborative, caring and coordinated team of investment, financial planning and tax experts are committed to proactively helping clients take control of their financial lives and achieve their goals. SignatureFD has 90+ passionate professionals who manage over $4B+ and has had a client retention rate of 97% since opening its doors in 1997.* For more information and important disclosures, visit www.signaturefd.com.

*Please refer to SignatureFD’s disclosures for client retention calculations.

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