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Signature Wealth Strategies Employee Directory

Financial ServicesSouth Carolina, United States11-50 Employees

Signature Wealth Strategies is a financial services firm based in Florence, South Carolina, that helps families plan their financial futures with confidence through comprehensive strategies, customized solutions, and concierge-level service. It participates in the Raymond James ecosystem, with securities offered through Raymond James Financial Services, Inc., and operates independently of that broker-dealer. The firm emphasizes integrated, whole-life planning that combines family, business, estate, and legacy considerations with investment strategy for tailored wealth management. In 2026, the firm announced a dedicated Private Wealth offering for clients with at least five million dollars in assets, reflecting an expansion into higher-asset planning. During the same period, Chip Munn, the firm's CEO, was named to the Forbes Best-In-State Wealth Advisors list for 2026.

Find Signature Wealth Strategies employees' phone numbers or email addresses

Signature Wealth Strategies Global Highlights

Location
Employees

North America
56

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  • United States Of America
    56

Signature Wealth Strategies's Leadership

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    B. D.
    Chief Operating Officer
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    B. A.
    Chief Marketing Officer
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    B. L.
    President And Chief Executive Officer
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    L. B.
    Founding Partner
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    J. H.
    Managing Director
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    E. T.
    Director Of Administration
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    C. M.
    Relationship Manager
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    C. D.
    Lead Designer
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Signature Wealth Strategies Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Signature Wealth Strategies

Name
Title
Contact Info
Location
Last Update
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    J. T.
    Senior Wealth Advisor
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    Jun 08, 2026
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    M. C.
    Senior Wealth Advisor
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    Jun 08, 2026
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    A. H.
    Client Services Associate
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    Aug 01, 2026
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    C. T.
    Service Associate
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    Apr 08, 2025
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    D. S.
    Aquatic Consultant
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    Oct 21, 2024
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    F. H.
    Building Pools
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    Oct 22, 2024

Frequently Asked Questions

What is Signature Wealth Strategies known for?

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Signature Wealth Strategies was founded in 2016 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Signature Wealth Strategies's company overview page for more information.

What is Signature Wealth Strategies's most common email format?

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Signature Wealth Strategies employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Signature Wealth Strategies email formats with LeadIQ.

How many employees does Signature Wealth Strategies have currently?

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Signature Wealth Strategies has approximately 31 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Signature Wealth Strategies's key employees and leadership?

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As of July 2026, Signature Wealth Strategies's key employees include:

  • Chief Operating Officer: B. D.
  • Chief Marketing Officer: B. A.
  • President And Chief Executive Officer: B. L.
  • Founding Partner: L. B.
  • Managing Director: J. H.

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