SignatureFD is pleased to announce the addition of Lance Stafford, CFA as Principal

Share Article

SignatureFD, a leading privately held financial design and advisory firm, is pleased to announce the recent addition of Lance Stafford, CFA. In his role as Principal, Stafford will advise high-net-worth individuals and families seeking effective wealth management solutions and help empower them to live a great life.

Lance Stafford

Lance Stafford, CFA

I am particularly excited to be a member of the SignatureWOMEN® initiative, where I will continue to pursue my passion for helping women who are transitioning to financial independence as a result of divorce, the loss of a spouse, or other life events.

SignatureFD, a leading privately held financial design and advisory firm, is pleased to announce the recent addition of Lance Stafford, CFA. In his role as Principal, Stafford will advise high-net-worth individuals and families seeking effective wealth management solutions and help empower them to live a great life.

“Individual investors face increasingly complex and confusing options for managing their financial affairs,” Stafford said. “SignatureFD combines deep expertise, an innovative approach and extensive services to meet the unique needs of our clients.”

“I am particularly excited to be a member of the SignatureWOMEN® initiative, where I will continue to pursue my passion for helping women who are transitioning to financial independence as a result of divorce, the loss of a spouse, or other life events.”

Stafford comes to SignatureFD after spending three years as an investment counselor with one of the world’s largest asset management companies. He transitioned to wealth management after a long tenure as a leading institutional equity salesperson for several Wall Street investment banks. He is a CFA charter holder and earned an MBA from the McCombs School of Business at the University of Texas at Austin.

“We are constantly investing in people and resources to navigate the complexities of capital markets, simplify our clients’ financial lives and give them confidence in their decisions. Lance will work alongside our clients to help them reach financial freedom so they can pursue their life passions and focus on what matters the most to them,” said Jeff Peller, Co-Founder and Chief Executive Officer of SignatureFD.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Nathan Lee
SignatureFD
+1 (404) 253-7600 Ext: 7606
Email >
@SignatureFD
Follow >
SignatureFD
Like >
SignatureFD

Follow us on
Visit website