JD Thacker, CFP®

Advisor

980-701-2306
980-701-2307

 

My NETWORTHWHILE™ is helping people to do more with their wealth.

JD is great at guiding his clients through the complex world of wealth management because he genuinely enjoys helping people simplify their financial lives and achieve their goals.  He engages with his clients to grow and protect their wealth, so they can give and live with their wealth in a way that is meaningful to them. He has been providing advice to clients in the financial planning world for over ten years.

Prior to joining SignatureFD, JD was at a regional independent wealth management firm based in the Charlotte area.  He had a variety of responsibilities over his tenure there, but he was most passionate about being a trusted advisor to his clients.

JD holds a Bachelor of Science degree in Finance from Appalachian State University and is a CERTIFIED FINANCIAL PLANNER.  He is active in his community and volunteers as a business mentor in the QCFintech accelerator program in Charlotte.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.