Signature Estate & Investment Advisors offers investment management and financial planning services tailored to the unique needs of affluent individuals, institutions, and corporations.

Consulting

Investment Management

Retirement

Signature Estate & Investment Advisors, LLC

Brian D. Holmes

Jennifer Late

Jamison Williams

Jordan Cornelius

Jennifer Lcap Late

Sigifredo Soto

Donna Chanthakone

Paul Taghibagi Cfp, Aif

Aif® Mark Copeland Cfp®

John P. Keenan Cfp, Aif, Cp (k)

Jennifer Kim

Eric Pritz

David Johnson

Alexander H. Kirk

Deron McCoy

Sam Miller Cfa, Caia

Alina Barrass

Joseph Fusaro Jr.

Ahmed Hassanein

Alex Kim

Ghazal Zamani

The Leadership Team at Signature Estate & Investment Advisors, LLC spearheads strategic decision-making, oversees investment strategies, ensures regulatory compliance, and manages financial operations to drive the company's mission of providing tailored investment management and financial planning services for affluent clients.

Leadership Team

Investment Management Team

Client Services Team

Advisory

Leadership Team

About

Team members

Other teams at Signature Estate & Investment Advisors, LLC

Investment Management Team

Client Services Team

Advisory