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 three team members to partner.
Further bolstering and diversifying SignatureFD’s partner group, the firm has promoted to partner:
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Margaret Huang Casey, CFP®️, Chief Service Officer
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Tim Maurer, CFP®️, RLP®️, Chief Advisory Officer
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Alex Moss, CFP®, Wealth Advisor
“SignatureFD’s greatest strength is the quality of our advisers and leaders,” said Heather Fortner, Chair of the Board and Chief Executive Officer of SignatureFD. “Margaret, Tim, and Alex have demonstrated both a deep understanding of the challenges facing families, and a steadfast commitment to going the extra mile to serve our clients. They are exemplary stewards of our mission and values, and we are proud to recognize their well-deserved promotions.”
Margaret Huang Casey, CFP®️, Chief Service Officer, collaborates with SignatureFD’s senior leadership team to execute the firm’s strategic initiatives. With more than 24 years of experience in wealth management, she has held a variety of roles, from client and employee operations to advisory and investment services, to business management. She has served on numerous industry and non-profit boards, including the Financial Planning Association of Austin, the Schwab Technology, Operations & Service Advisory Board, and Breakthrough Central Texas. Margaret has been nominated multiple times for the Austin Business Journal’s Profiles in Power and for Austin’s 40 Under 40 Mentor of the Year award in 2020. She is also the founder of Money Circle ATX, an initiative that provides judgement-free experiences for women to openly discuss finances.
Tim Maurer, CFP®, RLP®, Chief Advisory Officer, leads the collaborative development of SignatureFD’s team of advisors, helping them empower clients to activate their wealth in four key areas – Grow,…
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