Client Service

Meet our client service team who works directly with you throughout your relationship with Modera.

Lauren Morgan

MBA, FPQP®
Client Service Team Lead
Asheville, NC

Christian Chavez-Alvarez

FPQP®
Portfolio Administrator
Asheville, NC

Rachel Helms

Client Service Specialist
Charlotte, NC

Wendy Stokes

FPQP®
Senior Client Service Specialist
Asheville, NC

Mary Ellen Davis

Senior Client Service Specialist
Westwood, NJ

Tania Moses

Administrative Assistant
Westwood, NJ

Blake Willis

CFP®
Senior Client Service Specialist
McLean, VA

Evan L. McCullers

CFP®
Client Service Team Lead
McLean, VA

Lisa Andrea

Client Service Associate
Charlotte, NC

Mina Amjadi

Client Service Team Lead
Charlotte, NC

Work At Modera Wealth

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