Tim Maurer
- Role
- Chief Advisory Officer at Signaturefd
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Tim Maurer
As the Chief Advisory Officer at SignatureFD, I act as the coach and advocate of our…
Experience
Chief Advisory Officer
Mar 2023 — Present
As the Chief Advisory Officer at SignatureFD, I act as the coach and advocate of our experienced corps of advisors in pursuit of the optimal delivery of our unique client experience. We partner with clients to \"activate\" their wealth in four key areas: Grow, Protect, Give, and Live. Anchoring in these core pillars offers a level of transparency to wealth management, enabling clients to understand better how they can use their wealth to achieve their goals and impact the things that matter most to them – what SignatureFD calls Net Worthwhile™. 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 100+ passionate professionals who manage over $6B+ for clients since opening our doors in 1997.
Education
Towson University
Bachelor of Science in Business Administration, Finance
1996 — 1998
Skills
- Strategic Planning
- Investments
- Strategic Financial Planning
- Music
- Estate Planning
- Entrepreneurship
- Wealth
- Writing
- Finance
- Asset Allocation
- Non-Profits
- Public Speaking
- Financial Advisory
- Inter-Personal
- Blogging
- Accounting
- Relationship
- Musical Instruments
- Program Management
- Asset Management
- Retirement
- Retirement Planning
- Personal Finance
- Musicians
- Wealth Management
- Nonprofits
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