Financial Expert: Todd Sheets

S. Todd Sheets, CFA®, CAIA®

Partner, Wealth Advisor, Board Member


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 is a partner and board member who enjoys spending time as a financial advisor, assisting 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 helps to manage the relationships with our corporate partners.

Before 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 with a Bachelor of Science in Business Administration.

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

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.