Signature Wealth Expands, Adds New Team Members
Florence, South Carolina-based Signature Wealth Strategies, (an independent team, with advisors who offer securities through Raymond James Financial Services, Inc., member FINRA/SIPC) is pleased to announce the promotion of two of its team members to new and enhanced roles as well as the addition of two new professionals to the Signature Wealth Strategies enterprise.
In February, Signature announced the completion of a major expansion project that including the addition of three offices, multiple advisors and additional technology and resources that now service clients across both North and South Carolina. As a result of the expanded operation, two Florence, SC-based team members have been promoted to oversee compliance and operational tasks for the enterprise. In addition, Signature has added two new team members to assist with client planning and communication.
Florence, SC-based Senior Wealth Advisor, Quincy Kennedy, has been promoted to Chief Operating Officer for the Signature enterprise. Having served in a similar role in Florence for more than a decade, Quincy will now be assisting in compliance and oversight for all of the affiliated offices and will continue to be based in Florence. Tracy Langley, Signature’s Practice Manager in Florence, will be joining the enterprise to assist in overseeing operations. In addition to maintaining her client relationships in Florence, Tracy will be helping other advisors and staff members effectively operate their practices.
“We couldn’t be more pleased that we have grown enough to provide these opportunities to Tracy and Quincy,” Chip Munn, Managing Partner of Signature Wealth Strategies said. “We’ve always felt that we had pretty special people on our team and it’s exciting to see them have the chance to expand their influence on our entire organization,” Munn continued.
In June, Signature Wealth Strategies added Thomas Kennedy, Relationship Manager, and Bobbie Jo Adkins, Director of Marketing, to the enterprise team. Kennedy comes to Signature after spending the last three years as an accountant, most recently with Moore, Beauston and Woodham in Hartsville, SC. Adkins will be overseeing the firm’s marketing strategy and online operations after spending the last decade running her own marketing and consulting firm near Columbia, SC. Kennedy will focus on delivering comprehensive planning to the firm’s clients, while Adkins will focus on increasing the type and frequency of client communication.
“Our client experience is very important to us,” Munn said. “Thomas and Bobbie both bring new and complementary skills and knowledge to help us enhance that experience,” he continued.
About Signature Wealth Strategies
Signature Wealth Strategies is a Florence, South Carolina-based independent team whose advisors have spent more than four decades helping families and institutions plan their financial futures with confidence by providing comprehensive strategies, financial solutions and concierge-level service. In 2017, the firm expanded and Signature’s six Founding Partners and their advisors now serve clients in four locations across North and South Carolina and oversee total client assets of approximately $550 million.
About Raymond James Financial, Inc.
Raymond James Financial (NYSE-RJF) is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies. Its three principal wholly owned broker/dealers, Raymond James & Associates, Raymond James Financial Services and Raymond James Ltd., have approximately 7100 financial advisors serving 2.9 million accounts in 2,800 locations throughout the United States, Canada and overseas. In addition, total client assets are approximately $604 billion, of which approximately $32 billion are managed by the firm’s asset management subsidiaries.
Opinions expressed are those of Chip Munn and are not necessarily those of Raymond James.