Signature Wealth Employee Directory

Financial ServicesPennsylvania, United States11-50 Employees

Signature Wealth is a financial services firm based in Pittsburgh, Pennsylvania, founded in 1991 by Stephen Tobe, with a long-standing focus on providing personalized financial planning and advisory services. The firm emphasizes customized planning intended to help clients reach their life and financial goals, serving individuals who are new to investing, seeking a second opinion, or looking to transition from a previous advisor. The organization operates within the affiliated framework of Kestra, offering securities through Kestra Investment Services and advisory services through Kestra Advisory Services and its own Signature Select Wealth, while noting that Kestra entities do not provide tax or legal advice. The team serves clients with tailored guidance that aims to address a range of financial needs in a Pittsburgh market context, and maintains a local presence through its office in downtown Pittsburgh. A recent development noted in publications references Signature Financial Planning’s recognition as a top asset management firm in the Pittsburgh area.

Find Signature Wealth employees' phone numbers or email addresses

Signature Wealth Global Highlights

Location
Employees

North America
30

Minus sign iconPlus sign icon
  • United States Of America
    30

Oceania
1

Minus sign iconPlus sign icon
  • Australia
    1

Signature Wealth's Leadership

  • Stylized image of a person
    S. T.
    Chief Executive Officer
    Phone icon
  • Stylized image of a person
    A. L.
    Chief Investment Officer
    Phone icon
  • Stylized image of a person
    S. G.
    President & Chief Operating Officer
    Phone icon
  • Stylized image of a person
    D. G.
    Partner & Chief Compliance Officer
    Phone icon
  • Stylized image of a person
    D. Q.
    Partner
    Phone icon
  • Stylized image of a person
    S. O.
    Partner
    Phone icon
  • Stylized image of a person
    S. D.
    Partner
    Phone icon
  • Stylized image of a person
    S. D.
    Senior Advisor
    Phone icon

Signature Wealth Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other
  • Community & Social Services

Contact profiles from Signature Wealth

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. G.
    Partner & Chief Compliance Officer
    Phone icon
    United StatesPennsylvania
    Sep 10, 2025
  • Stylized image of a person
    S. T.
    Chief Executive Officer
    Phone icon
    United StatesPennsylvania
    Mar 24, 2026
  • Stylized image of a person
    S. G.
    President & Chief Operating Officer
    Phone icon
    United StatesPennsylvania
    Jun 08, 2026
  • Stylized image of a person
    A. L.
    Chief Investment Officer
    Phone icon
    United StatesPennsylvania
    Jun 01, 2026
  • Stylized image of a person
    D. Q.
    Partner
    Phone icon
    United StatesPennsylvania
    Apr 14, 2026
  • Stylized image of a person
    S. O.
    Partner
    Phone icon
    United StatesPennsylvania
    Apr 24, 2025
  • Stylized image of a person
    S. D.
    Partner
    Phone icon
    United StatesPennsylvania
    Jul 30, 2024
  • Stylized image of a person
    S. D.
    Senior Advisor
    Phone icon
    United StatesPennsylvania
    Apr 14, 2026
  • Stylized image of a person
    G. F.
    Advisor
    Phone icon
    United StatesPennsylvania
    Oct 21, 2025
  • Stylized image of a person
    T. L.
    Client Services And Onboarding Specialist
    Phone icon
    May 20, 2026

Frequently Asked Questions

What is Signature Wealth known for?

Minus sign iconPlus sign icon
Signature Wealth was founded in 1991 operates in the Financial Services industry. The company's main headquarters is located in 525 William Penn Place Suite 3401 Pittsburgh, Pennsylvania 15219 United States; you can contact the main corporate office by phone at . Explore Signature Wealth's company overview page for more information.

What is Signature Wealth's most common email format?

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

How many employees does Signature Wealth have currently?

Minus sign iconPlus sign icon
Signature Wealth has approximately 23 employees as of June 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are Signature Wealth's key employees and leadership?

Minus sign iconPlus sign icon

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

  • Chief Executive Officer: S. T.
  • Chief Investment Officer: A. L.
  • President & Chief Operating Officer: S. G.
  • Partner & Chief Compliance Officer: D. G.
  • Partner: D. Q.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.