Stacy Schurter in

Stacy Schurter

Examiner · DISC type cs
Annuity, Life, LTC & DI Advisor at SignatureFD
📍 Atlanta, Georgia, United States

Stacy Schurter is the Director of Annuity, Life, LTC & DI at SignatureFD, bringing over two decades of experience in risk management. A Chartered Life Underwriter®, she specializes in comprehensive strategies for estate planning, asset protection, and wealth transfer, helping clients achieve their long-term financial goals.

An active member of the Atlanta community, Stacys career in insurance was inspired by personal family experience. Outside of her professional life, she enjoys gardening and traveling.

Her career path was chosen after she experienced the financial effects of her fathers unexpected passing.

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Experience
20 Years
Current Role
Annuity, Life, LTC & DI Advisor
Job Level
Mid-senior
Location
Atlanta, Georgia, United States
Personality Overview

How Stacy shows up

Tough To Convince
Unexpressive
Status Quo Seeker

They tend to have clarity about their needs and constraints, and are unlikely to over-promise. They are heavily focused on quality and prefer doing things the right way, even if it takes time. They are always well-planned and adopt a systematic approach.

Priorities

Topics Stacy cares about

Charitable Giving
Is the designated expert contact on a recent firm article about leveraging life insurance to create a legacy and empower charitable giving.
Holistic Risk Management
Her expertise covers a comprehensive range of solutions, including estate planning, succession planning, asset protection, and wealth transfer for clients.
+4 more topics Login to view topics
Career

Work history

1-2025
Annuity, Life, LTC & DI Advisor
SignatureFD
11-2022
Director of Annuity, Life, LTC & DI
SignatureFD
6-2013 - 11-2022
Wealth Insurance Consultant
Synovus
7-2011 - 6-2013
Sales Vice President
Capitas Financial
7-2008 - 7-2011
Account Executive
The Hartford
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
Education details unavailable
University of Wisconsin-Stout
Education details unavailable
Nova Southeastern University
Chartered Life Underwriter® (CLU®)
The American College of Financial Services
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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