The financial services industry is often defined by numbers, but for Heather Fortner, success is measured in the lives changed. As the board chair and chief executive officer of SignatureFD, she has built a firm where wealth management is more than a transaction—it is a tool for empowerment. Through her leadership, she has redefined what it means to provide financial guidance, ensuring that clients not only grow their assets but also align their wealth with their purpose. Fortner’s proudest achievement over the past two years has been fostering an organizational culture rooted in genuine care. She has championed an environment where employees are encouraged to bring their whole selves to work, resulting in a stronger, more connected team. This commitment to authenticity has led to increased collaboration, innovation and a company that thrives on shared values. The impact of her approach is evident in the firm’s continued success and the deep relationships built with clients who see SignatureFD as more than just a financial advisor.
The values that Fortner instills in her organization extend beyond the walls of SignatureFD. She is a vocal advocate for women in leadership, recognizing the unique challenges they face in the corporate world. By mentoring emerging female executives and creating pathways for advancement, she has contributed to a more equitable and diverse industry. Her dedication to inclusivity has helped shift the narrative, proving that strong leadership is defined by authenticity and purpose. Beyond her firm, Fortner has been a leading voice in reshaping the financial industry’s approach to wealth management. She has spoken at conferences, advised on policy shifts and worked to build an industry where financial literacy and empowerment are accessible to all.
Her Hall of Fame recognition as a Titan of Industry underscores her impact, highlighting the way she has transformed SignatureFD into a model of purpose-driven financial success. In the years ahead, Fortner remains focused on SignatureFD’s mission of making a meaningful impact. Her leadership style—rooted in intentionality—will continue to shape the company’s trajectory, ensuring that financial planning remains a transformative experience. By maintaining a steadfast commitment to purpose-driven wealth management, she is setting the stage for a future where success is not just about accumulation but about making a difference. To those who aspire to follow in her footsteps, Fortner offers a simple yet profound message: success is about showing up, being authentic and lifting others as you climb. Her journey is a testament to the power of purpose-driven leadership, proving that when wealth is aligned with values, its impact is limitless.
