Signify Wealth LLC

Morgan Summers is a financial advisor at Signify Wealth LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Raymond James for eight years. His background also includes roles with Alpha Kappa Alpha Sorority Inc. and The National Society of High School Scholars. Signify Wealth is a small team advisory firm serving individuals, high-net-worth clients, and privately held small businesses. The firm provides discretionary investment management and financial planning, utilizing a combination of internally managed portfolios and third-party managers, and is notable for sponsoring private pooled investment vehicles alongside offering integrated cryptoasset planning and custody services.

Stephen Rhodes is a CFP® with 22 years of industry experience, currently serving at Signify Wealth LLC since 2015. He has also been involved with Signify Business Management LLC and Signify University LLC, overseeing operations at both entities. Outside of his advisory role, Rhodes owns Katalysis Ventures LLC, a holding company for his personal private investments, and he is the owner of Talent Commerce Summit, a non-investment related business. Signify Wealth is a small team advisory firm managing approximately $284 million across 115 client relationships. The firm provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and privately held small businesses, utilizing a mix of internal management and third-party solutions, including private pooled investment vehicles and cryptoasset planning.