Heather Robertson Fortner, MS, IACCP®
Chief Executive Officer
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My NET WORTHWHILE™ is helping people find their Net Worthwhile.
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 sought after to speak on the ever-changing landscape of wealth management. See a small sample of her previous speaking and media engagements below.
Prior to joining SignatureFD in February of 2003, Heather was senior operations supervisor at a trust company, managing all portfolio and security operations. She also worked for an investment management firm in Marietta, Georgia, as a financial associate.
Heather holds a Bachelor of Finance from Kennesaw State University, a Master of Science in professional counseling from Georgia State University, and is an Investment Adviser Certified Compliance Professional®. Additionally, she is a graduate of the Schwab Executive Leadership program and the G2 Institute.
- Kitces.com, Becoming a Non-Revenue Producing Partner
- Becoming Referable, Heather Fortner on Establishing Communities of Clients
- True Profile, How to take Client Niches to the Next Level
- TD Ameritrade webinar, 5 Ways to Increase Employee Engagement
- Schwab Impact 2018 Interview