S. Todd Sheets, CFA®, CAIA®

Partner, Wealth Advisor, Board Member

404-253-7612
404-253-7612
todd.sheets@signaturefd.com

My Net Worthwhile® is helping clients build and preserve wealth, giving them the freedom to pursue their passions with confidence. 

Todd is an owner, partner, and board member who takes a holistic approach to wealth management, concentrating on investment strategies, retirement and tax planning, and estate distribution planning. 

He specializes in working with high-net-worth and multi-generational families, business owners, physicians, attorneys, and successful corporate professionals, to help them make informed and effective financial decisions. 

Todd graduated from the University of North Carolina and then worked in the investment banking unit at SunTrust before joining SignatureFD. He was awarded the Chartered Financial Analyst® (CFA®) designation in 2003 and the Chartered Alternative Investment AnalystSM (CAIA®) designation in 2005. 

Todd lives with his wife and two children in Atlanta, where he serves on the Ansley Golf Club Committee and is a member of PRUMC, the Lovett Parents Association, and the CFA Society of Atlanta.

CFA® is a registered trademark owned by CFA Institute.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if SignatureFD is engaged, or continues to be engaged, to provide investment advisory services.