Signify Wealth LLC

Erica James is a CFP® professional with four years of industry experience, currently serving at Signify Wealth LLC. Her prior roles include positions at Creative Planning, LLC and SBSB Financial Advisors. Outside of her advisory work, she has experience managing a townhome rental property. Signify Wealth is a small team firm offering discretionary investment management and financial planning services to individuals, high-net-worth clients, and privately held small businesses. The firm employs a mix of internally managed portfolios and third-party managers, often using model portfolios and managed account solutions, and provides specialized services including private pooled investment vehicles and cryptoasset planning.

Calvin Williams is a financial advisor at Signify Wealth LLC in St. Louis, MO, holding Series 65 and Series 66 licenses with three years of industry experience. His work history includes roles at Signify Wealth LLC and Edward Jones, as well as prior experience at Quiktrip. Signify Wealth is a small team advisory firm managing approximately $284 million across about 115 client relationships. The firm offers discretionary investment management and financial planning services to individuals, high-net-worth clients, and privately held small businesses, utilizing model portfolios, managed account solutions, and a mix of internal and third-party management strategies.

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.