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A Personal Commitment
To Your Financial Future

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See How We Help

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One of our clients was planning on retiring at the end of 2020 after a long and successful career as a radiologist. Now, after living through Covid-19, would that be possible? Didn’t the market drop 35% in a very short period of time and haven’t we been through one of the worst recessions in our country’s history?

Thankfully, he went into the Covid-19 crisis with a plan that had

a very strong probability of success despite market volatility. 

We recently met with him and demonstrated with our financial planning tools that he is still on track to retire – a huge relief

to him and his wife. Now, what do we want to do in retirement, they ask?

doctor sitting at computer

Meet Our Team

We're with you every step of the way to keep you financially on-track with your goal — including the evolution of career, family, community, and life. To begin planning for a more confident and rewarding future, contact us today.

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Team

Our Signature WMG Team

The Signature Wealth Management Group was formed in 2008 following several years of combined experience at one of the nation’s largest investment companies. The goal of the team’s members is to provide independent and objective advice to their clients in partnership with a firm that brings a conservative and client-centered approach to investing.

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Donna Williams

Director, Client Service
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Donna Williams

Director, Client Service


Donna Williams is a member of a dynamic team of professionals and is passionate about helping clients achieve their financial goals. As Executive Administrative Assistant, Donna is dedicated to building personal and professional relationships with clients, while supporting the needs of the financial advisors. Responsible for administrative oversight and handling of client inquiries, her energy and depth of knowledge result in a first-class experience for clients.

With nearly 29 years of professional experience focused on client service, Donna’s solid background enables her to provide a seasoned perspective to her team and clients. Donna was honored to be among a select group of teams chosen to complete the Registered Sales Associates Training and Development Program, a year-long mentoring and leadership program which provides additional tools and training to enhance her skills as a resource to the team and clients. Donna is an outgoing person with a positive outlook in her professional and personal life. She enjoys spending time with her family, traveling, reading, sewing, and gardening.

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Scott Bishop CFP®

Managing Partner
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Scott Bishop

Managing Partner


Meet with Scott

Scott Bishop is a financial advisor providing investment and financial planning solutions for business professionals, military members, medical professionals, and airline pilots. Employing unique tools and processes for working with those preparing for retirement, Scott helps his clients realize their financial dreams and pass along a strong legacy to their families. Scott has been helping clients reach their financial goals since becoming an advisor in 2008. He started his career with Merrill Lynch and Cetera Advisors, prior to joining Signature Wealth Management Group in 2013. A graduate of Auburn University, he earned his MBA with a finance concentration and his undergraduate degree in Aviation Management.

Scott has earned the CERTIFIED FINANCIAL PLANNER (CFP®) designation which provides him with the knowledge and tools necessary to develop specific strategies to minimize taxes, protect assets, maximize growth and transfer wealth. He is also an Accredited Asset Management Specialist℠ (AAMS), a designation signifying a high level of consulting expertise with investments, insurance, tax, retirement, and estate planning issues.  A former officer and pilot in the Air National Guard, Scott amassed over 500 combat hours in support of Operations Iraqi Freedom, Enduring Freedom, New Dawn and Unified Protector. He proudly served in the military for 24 years and retired from the Georgia Air National Guard in 2018. Scott enjoys spending time with his family, particularly watching his son play baseball and his daughter run cross country. For fun and relaxation, he loves boating and spending time outdoors.


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James Sims CFP®

Managing Partner
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James Sims

Managing Partner


Meet with Jim

With more than 25 years of experience as a financial advisor, Jim serves a diverse group of individuals wanting to partner with a trusted professional who can be a good steward of their life savings. Jim was a founding partner of SWMG in 2017, after spending 14 years as an advisor with Merrill Lynch and another 8 years at Raymond James. Creating an independent Registered Investment Advisory firm which upholds the fiduciary standard has been the culmination of his life’s work.

It is a testament to Jim’s dedication, expertise and commitment to investment and financial planning that he is a CERTIFIED FINANCIAL PLANNER (CFP®) practitioner. He also has the benefit of 10 years of experience teaching the CFP® Investments block of instruction at several noteworthy universities.  Jim graduated from the University of Edinburgh with an MBA in International Business and from Wake Forest University with his B.A. in Business and German. Jim is proud of his service in the U.S. Army as an Air Defense and Intelligence Officer. He is an active member of Kennesaw UMC, serving as a former chairman of the finance committee and also as a coordinator of the acolyte program. Jim and his wife, Jan, enjoy life as empty nesters as their daughter Caroline is exploring life as a student at Berry College. When he is not with clients, James enjoys playing the fiddle and fly fishing.


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Brian Ransom MBA, MS

Research Director
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Brian Ransom

Research Director


Hailing from small-town, Kansas from a humble background, Brian relies on his do-it-yourself and blue-collar upbringing to devote himself to his work. With his strong scientific and analytical background combined with a willingness to get his hands dirty, Brian employs a streamlined process for evaluating the multitude of equity and fixed income products offered in the marketplace. He develops and maintains the investment models for the Signature Wealth Management Group, utilizing his experiences in equity analysis, cash flow analysis, and accounting. He then works with our Advisors to build flexible portfolios that are tailored to each client’s income and growth expectations along with their time horizon, risk tolerance, and liquidity needs.

Brian holds three degrees: Master of Business Administration with a finance focus from the University of Georgia, Master of Science in genetics from Kansas State University, and a Bachelor of Science in biochemistry from Kansas State University. Brian is enjoying his relocation to Georgia and has settled down in Athens, GA. He is an avid rower and was previously a coach of the Lake Lanier Rowing Club. He is also a sports enthusiast, movie buff, and devoted Georgia Bulldawg.


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Denise Green

Client Service & Planning Associate
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Denise Green

Client Service & Planning Associate


Denise Green serves clients by building professional and personal relationships, providing strong client service, and helping them realize financial well-being. Denise Green is an outgoing person who is quick to solve problems, answer questions, provide solutions, and proactively communicate important information to clients. She has cultivated a strong understanding of client needs and possesses a breadth of knowledge that result in a first-class experience for clients. Denise believes clients appreciate her attention to detail and follow-up skills as well as her ability to listen to each client’s concerns and find a best solution for all.

With more than 32 years of experience in the financial services industry, she has served various operational, sales, and client service-oriented roles during her career. Denise’s strong and diverse background enables her to provide a seasoned perspective and effective client service. Denise earned an Associate of Arts in Accounting from Hammel College. In her spare time, Denise enjoys reading, sewing, hiking, camping, and reviewing fashion trends. Movies from the 50’s era are her favorites.

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Brian Walker IACCP®

Chief Compliance Officer
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Brian Walker

Chief Compliance Officer


Brian joined Signature Wealth Management in 2017 and became CCO in 2018 after obtaining the Investment Adviser Certified Compliance Professional designation. He oversees compliance, operations, and HR functions at the firm. Brian brings more than 20 years financial services experience to his role and prides himself on finding solutions to help his team be successful and, in turn, assist clients in reaching their financial goals. His career includes advisory and management positions at Raymond James, Charles Schwab, and Ameriprise Financial.

Brian graduated from Westfield State University with a bachelor’s degree in Finance. Brian and his wife Ivona enjoy spending time with their twins, Ava & Brayden, and love supporting them in their educational and extracurricular pursuits. Originally from Massachusetts, he is an avid Boston sports fan and enjoys watching the New England Patriots and Boston Red Sox. In his spare time, when he gets the itch, he enjoys playing the drums and guitar.


Our Clients

Wealth Management Personalized to You

You’ll always find the members of Signature Wealth Management Group to be friendly, approachable and easy to work with. Our structure combines the responsiveness of a smaller investment and advisory firm with the leadership and resources of a financial services industry leader – truly the best of both worlds.

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For over 20 years, our practice has been guiding members of utility companies throughout the Southeast to and through their successful retirement. We know you, we understand you, we ‘get’ you. So whether you are an executive in Pensacola, a foreman in Clayton, or a mechanic in Valdosta, chances are we are already working with someone you know. We are able to use our insight and experience with your benefits plan, along with our in-depth research of your company stock to help you make intelligent decisions that will balance risk while achieving results. If you would like to take advantage of our process that has already brought peace of mind to many of your peers, please contact us below.

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Because several members of our team have served in the military and Scott is a former Air Force and airline pilot, we understand the military and the airline community very well.  We know the issues you face on a day to day basis and can provide clarity on your benefits and retirement options. Our financial planning tools help you clearly define where you are and how to navigate towards your retirement goals. If you would like to take advantage of our expertise and processes that have helped many of your peers, please contact us below.

Contact Us Today
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We recognize that every family has a unique situation with unique challenges. Thus, we first seek to understand you and the challenges that face your family. We acknowledge that a solution is not a solution unless the problem is understood first. Whether your family is saving for retirement, seeking retirement income, or passing wealth to future generations, we offer distinct solutions tailored to your needs and goals.

Each of our advisors are accredited Financial Planners with years of experience and we offer our expertise to help your family achieve your financial goals. If you would like to take advantage of our process that has already brought peace of mind to many families, please reach out to us. We can help.

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We understand the challenges of running a business as we too must run our own. Through careful planning, preparation, and execution, we have developed a series of portfolios that can help you, the business professional, accumulate wealth while saving for retirement. Furthermore, our team has the proficiency to provide financial solutions tailored to your needs.

Whether you need help with financial planning, investment management, 401-k set up, or establishing a trust, we have the solutions you need to achieve your financial goals.

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If you are a physician or medical professional, then you are well acquainted with the stresses, challenges, and rewards of working in a fast paced environment. You don’t need the added pressures of navigating retirement. Our extensive expertise combined with careful planning have provided hundreds of clients with the confidence that their hard work will pay off in a rewarding retirement.

Our numerous tools, plans, and portfolios can be tailor made to fit your goals and risk tolerance so that you can enjoy peace of mind. If you would like to take advantage of our process that has already benefited so many, please contact us below.

Contact Us Today

Why Us

Bringing a Personal Touch to Each Financial Relationship

With the Signature Wealth Management Group, you have a partner and ally qualified to help strengthen your financial future. Yet your relationship with us is about much more than investing money. It’s about sharing your aspirations and building a relationship with your financial advisor. After completing a detailed financial plan, we will introduce you to one of the Signature Investment Management Strategies – a unique blend of financial instruments designed to match up with your investment attitudes and your own individual income or growth goals. Before you engage in an investment relationship with us, we will fully explain these three things: how it works, the risks involved and the costs of our services. We will keep your financial plan simple and help you clearly understand your investment choices. Our approach to planning isn’t based on financial transactions; it’s based on a personal commitment. It’s about honoring our relationship with you and being fully invested in your success. It’s about being with you every step of the way – through every life event, every stage of the investment planning process, every triumph and every challenge.

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Careers

We're Hiring

Our firm is looking for motivated team members interested in serving our clients with the highest level of service. If you are interested in joining a collaborative team of professionals please submit your resume for consideration to info@signaturewmg.com.

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Benefits & Perks

Healthcare & Wellness

  • Health, Dental, and Vision Insurance
  • Short Term and Long Term Disability Insurance
  • Onsite Fitness Facility

Education Assistance

  • Paid Training and Professional Development

Financial Planning and Protection

  • 401k Plan
  • Profit Sharing Plan
  • Incentive Compensation Bonus Plan

Additional Benefits

  • Generous Paid Time Off
  • Free Parking

Open Positions

Financial Advisor

Signature Wealth Management, LLC, is seeking to add an experienced financial advisor to its Atlanta team. We are an ensemble practice dedicated to the success of our clients and our firm. Signature Wealth is an independent firm offering services including wealth management and financial planning. We have been working with clients in this area for over 20 years. You will be joining a strong team of professionals that work together to serve our clients with the highest level of service. We offer a competitive compensation structure (salary and incentive compensation bonus), a generous benefit package including health, dental, vision, 401k, and profit sharing plan.

Successful candidates should meet the following requirements:

  • Successful Financial Advisor with a minimum of five years production experience and an established client base.
  • BA or BS in Business/Finance; advanced degree/designation preferable (e.g., MBA, CFP®, CFA).
  • Excellent knowledge of and ability to communicate financial planning concepts and terminology.
  • Excellent knowledge of and ability to explain products, such as mutual funds, stocks, bonds, insurance, and annuities.
  • Understand the value of a fee-based relationship in guiding the client’s financial success.
  • Strong sales and/or people skills and a genuine desire to help others.
  • Minimum of $30 million AUM.

Qualified interested candidates should forward a copy of their resume and cover letter to info@signaturewmg.com. No Phone Calls Please. All responses will be kept in strict confidence.

Apply Now


Internship

We are looking for a candidate who can support our team and our clients as they prepare for and enjoy retirement. A strong interest in the financial markets is a must. The ideal candidate will be personable and have strong data analytics, marketing, and valuation skills.

Responsibilities:

  • Drive operational improvements by documenting and streamlining processes for varying functions of the team
  • Complete quarterly stock analysis to determine effectiveness of portfolio strategies
  • Research economic market news and trends
  • Examine multiple investment options and evaluate the fit within each portfolio strategy
  • Attend prospect meetings and client reviews to gain knowledge of challenges in the field and client concerns
  • Manage social media pages

Requirements:

  • Excellent PC knowledge and ability to operate database systems
  • Strong written and verbal communication, negotiation, and presentation skills
  • Accuracy, attention to detail and ability to explain complex information clearly and simply
  • Ability to analyze market’s financial data and convey that data to the team
  • An MBA candidate with a focus on finance is preferred
  • 2 years of relevant work experience preferred

Qualified interested candidates should forward a copy of their resume and cover letter to info@signaturewmg.com. No Phone Calls Please. All responses will be kept in strict confidence.

Apply Now

Resources

The Signature Equity Investment Series is a group of portfolios whose unifying theme and overarching goal is to create a stable and growing income stream primarily from the dividends of common stocks.

The Current Lineup Includes:

The Signature Equity Income Strategy

Our core income offering is comprised of companies that typically pay a dividend yield higher than that of ‘the market” average. They also have a history of growing their dividend, although that growth is secondary to current income. This Equity Income Strategy is typically paired with a portfolio of individual bonds for risk mitigation as well as additional income.

The Signature Total Income Strategy

This portfolio is an asset allocated version of the Signature Equity Income Strategy. It contains all of the stocks (and ancillary funds) of the Equity Income Strategy and enhances them with primarily fixed income Exchange Traded Funds (ETF’S) to balance out risk and volatility all within one portfolio.

The Signature Capital Growth Strategy

Firms that generate high levels of cash flow growth, demonstrate competitive advantages, develop an economic moat, and have low levels of debt will be targeted for the Capital Growth Strategy. This program is typically more volatile and appropriate either for young investors who have a high-risk tolerance and longer time horizons or accounts such as Roth IRA’s that are usually a smaller portion of a client’s total wealth.


Making Your Life Easier

We’ve assembled useful personal financial tools, informative links and documents that will help you prepare for your meetings with us. As always, if there is anything else you ever need, feel free to let us know.

The Signature Mutual Fund Strategies were created to provide a potential for wealth-building that can be critical to reaching long-term financial goals.

We utilize mutual funds in these strategies for greater diversification available through funds or also to access investment themes, processes or strategies that are not available through the Equity Income Series.

These different strategies are typically built around a select menu of core funds which are evaluated based on short and long term performance, manager tenure, third party research evaluations, corporate investment culture, and positioning to meet a particular investment need. For each portfolio, we will attempt to balance such factors as investment size (large, medium, small cap stocks), style (value vs. growth), and domicile (U.S. vs International) within the overarching framework of asset allocation (stocks vs. bonds vs. cash).

The Signature Mutual Fund Series Lineup Includes:

Signature Growth Strategy

This combination of mutual funds is designed for an investor who has a 10 or more year time horizon for the funds they are investing. These investors have a longer time horizon and want investments that will afford growth with a reasonable amount of volatility. The Growth Strategy seeks to smooth out the ups and downs of the market, while providing growth that meets long term investment goals.

Signature Growth & Income Strategy

The Growth and Income Strategy is designed for an investor with a 5-10 year time horizon for the funds they are committing to invest. These investors are willing to accept a slightly lower return than longer time horizon investors in exchange for less volatility. Therefore the asset allocation is different than the growth investor. Many of the underlying investments are the same, but the weightings will be different and favor the less volatile investments that are not as growth oriented and more balanced.

Signature Conservative  Strategy

The Conservative Strategy is designed with the pre-retiree and retiree in mind. These investors will typically have less than 5 year time horizon for potential usage of the funds. With this in mind, this investor is even less risk tolerant than the balanced investor. This investor is seeking preservation of capital with growth as a secondary objective. Therefore, the funds selected will be primarily short-duration fixed income funds with a modest allocation to conservative growth-oriented funds.

Signature Income Strategy

The Income Strategy is designed to provide a current income stream for an investor who may be relying on the asset’s income to provide current cash-flow. The asset allocation favors income producing investments in the form of dividend yield. This investor has a similar risk tolerance as the conservative investor and also requires current income in the portfolio.

Signature Tax-Efficient Growth & Income Strategy

The Tax Efficient Growth and Income Strategy is designed for investors who have excess cash in non-retirement accounts. This strategy offers a less volatile option to investors than the growth or balanced strategies and has enhanced tax-efficiency accomplished by the addition of municipal bond exposure.


Making Your Life Easier

We’ve assembled useful personal financial tools, informative links and documents that will help you prepare for your meetings with us. As always, if there is anything else you ever need, feel free to let us know.

Contact Us

A Financial Approach You Can Be Comfortable With

You’ll always find the members of Signature Financial Group to be friendly, approachable and easy to work with. Our structure combines the responsiveness of a smaller investment and advisory firm with the leadership and resources of a financial services industry leader – truly the best of both worlds.