JEFF PELLER, CFP®, CPA, PFS
Jeff is the co-founder and CEO of SignatureFD, LLC. SignatureFD is an innovative and comprehensive financial design firm that provides financial planning and investment advice to high-net-worth families. Jeff has helped grow the company from startup to one of the largest independently owned registered investment advisory firms in the Southeast.
Jeff has extensive experience in financial and estate planning, taxation and investment strategy. As one of our senior relationship managers, he is responsible for the development and execution of sophisticated wealth accumulation, preservation and transfer strategies for our clients. He views his role as helping people make well-informed decisions so that they can use their wealth to live a great life.
His excellence in client service, sound and objective professional advice, and strict attention to detail have earned him respect and recognition within the financial community. Jeff was highlighted in the Atlanta Business Chronicle’s “Who’s Who in Finance” for the top business leaders guiding metro Atlanta’s financial sector. He has also been named in Atlanta magazine’s “Five Star Best in Client Satisfaction Wealth Managers.” He has been quoted in a number of publications, including the Atlanta Business Chronicle, Atlanta Journal-Constitution, InvestmentNews and the Practical Accountant.