Margaret Huang Casey

Chief Service Officer

Role: Chief Service Officer at Signaturefd
Location: Austin, TX, US
LinkedIn followers: 500 followers

Customer/Client ServiceView LinkedIn profile

About Margaret Huang Casey

Wealth management unicorn with over 20+ years of experience in client service, financial…

Experience

Chief Service Officer
Signaturefd
Oct 2022 — Present · Atlanta, GA, US

Contact information

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•••••@signaturefd.com
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Current company

Signaturefd

Financial Services · 144 employees · Founded 1997 · Atlanta, Georgia, United States

At SignatureFD, we believe people want to use their wealth to do something worthwhile – for themselves, those they love, and their community. Through integrated wealth management services, we help clients create a financial design for life that enables them to protect, grow, give and live their wealth – ultimately transforming their net worth into NET WORTHWHILE™. Our highly capable, collaborative, caring and coordinated team of investment, financial planning and tax experts are committed to proactively helping clients take control of their financial lives and achieve their goals. SignatureFD has 80+ passionate professionals who manage over $4B+ and has had a client retention rate of 97% since opening its doors in 1997.* For more information and important disclosures, visit

signaturefd.com

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