Financial Expert: Todd Sheets

S. Todd Sheets, CFA®, CAIA®

Partner, Wealth Advisor, Director of Strategic Partners

Partner, Wealth Advisor, Director of Strategic Partners

My NET WORTHWHILE™ is helping our clients with their finances so that they are free to pursue their passions.

Todd originally joined SignatureFD as a member of the investment team. Today, Todd enjoys spending his time as a financial advisor assisting his clients with all aspects of their financial lives. Todd specializes in helping high-net-worth families with their investments and financial planning needs. Todd also serves as the Director of Strategic Partners, where he helps to manage the relationships with our corporate partners.

Prior to joining SignatureFD, Todd worked at SunTrust Bank for seven years in the corporate and investment banking unit. Todd graduated from the University of North Carolina where he received a Bachelor Science in Business Administration.

He was awarded the Chartered Financial Analyst® (CFA®) designation in the 2003 and awarded the Chartered Alternative Investment AnalystSM (CAIASM) designation in 2005.


*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.