Los Angeles-based Signature Estate & Investment Advisors has promoted Kathleen Adams from senior associate to partner.
Adams, who previously served as an advisor with Waddell & Reed, specializes in financial planning for business owners and the dentistry community, also offering her clients investment consulting and retirement plan consulting services. She has been with Signature for five years.
Signature Estate & Investment Advisors also announced on Friday that it has surpassed $7 billion in assets under management less than a year after crossing the $6 billion threshold.