Todd Sheets

Director/Board Member at

SignatureFD LLC

Finance

Consumer Services

Profile

Mr. Stephen T.
Sheets is a Partner, Wealth Advisor & Board Member at SignatureFD LLC.
He is on the Board of Directors at SignatureFD LLC.
He takes a holistic approach to wealth management, concentrating on investment strategies, retirement and tax planning, and estate distribution planning.
He specializes in working with high-net-worth and multi-generational families, business owners, physicians, attorneys, and successful corporate professionals, to help them make informed and effective financial decisions.
He worked in the investment banking unit at SunTrust before joining SignatureFD.
Mr. Sheets graduated from the University of North Carolina.

Todd Sheets active positions

Companies	Position	Start
SignatureFD LLC SignatureFD LLC Investment ManagersFinance SignatureFD primarily allocates client investment assets among various mutual funds and ETFs (exchange traded funds), on a discretionary basis, in accordance with the client’s designated investment objective(s).	Director/Board Member	01/01/2024

All active positions of Todd Sheets

Former positions of Todd Sheets

Companies	Position	End
SunTrust Bank (Richmond Branch) SunTrust Bank (Richmond Branch) Regional BanksFinance Provides commercial banking services	Corporate Officer/Principal	31/07/2004
Sheets Smith Wealth Management Sheets Smith Wealth Management Investment ManagersFinance SSWM seeks to design portfolios that match realistic return expectations with each client’s investment risk tolerance. They typically create a portfolio that has an allocation of equities, fixed income and cash reserves. The more sophisticated investor’s portfolio may include real estate, alternative investments and foreign securities. The firm’s equity investment goal is to buy stock in good companies that are growing at an appreciable rate, but whose stock is trading at reasonable or perceived undervalued prices. Their approach to fixed-income investments is to spread such investments across maturities to provide clients with a range of maturity dates.	Corporate Officer/Principal	-
Bey-Douglas LLC Bey-Douglas LLC Investment ManagersFinance Provides investment advice	Corporate Officer/Principal	-

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Linked companies

Private companies	5
Sheets Smith Wealth Management Sheets Smith Wealth Management Investment ManagersFinance SSWM seeks to design portfolios that match realistic return expectations with each client’s investment risk tolerance. They typically create a portfolio that has an allocation of equities, fixed income and cash reserves. The more sophisticated investor’s portfolio may include real estate, alternative investments and foreign securities. The firm’s equity investment goal is to buy stock in good companies that are growing at an appreciable rate, but whose stock is trading at reasonable or perceived undervalued prices. Their approach to fixed-income investments is to spread such investments across maturities to provide clients with a range of maturity dates.	Finance
SignatureFD LLC SignatureFD LLC Investment ManagersFinance SignatureFD primarily allocates client investment assets among various mutual funds and ETFs (exchange traded funds), on a discretionary basis, in accordance with the client’s designated investment objective(s).	Finance
The University of North Carolina at Asheville The University of North Carolina at Asheville Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Bey-Douglas LLC Bey-Douglas LLC Investment ManagersFinance Provides investment advice	Finance
SunTrust Bank (Richmond Branch) SunTrust Bank (Richmond Branch) Regional BanksFinance Provides commercial banking services	Finance