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

Samantha Driver

Joseph Lindley

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

Deron McCoy

Sam Miller Cfa, Caia

Alina Barrass

Joseph Fusaro Jr.

Ahmed Hassanein

Alex Kim

Ghazal Zamani

The Investment Management Team at Signature Estate & Investment Advisors, LLC is responsible for developing and executing tailored investment strategies, managing client portfolios, analyzing market trends, and optimizing asset allocations. This team ensures that the financial objectives of affluent individuals, institutions, and corporations are met with precision and expertise.

Investment Management Team

Client Services Team

Advisory

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Investment Management Team

About

Team members

Other teams at Signature Estate & Investment Advisors, LLC

Client Services Team

Advisory

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Investment Management Team

About

Team members

Other teams at Signature Estate & Investment Advisors, LLC

Client Services Team

Advisory

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