Modera Hosts “A Day in the Life of an Advisor” for Clark Atlanta University Students

Modera had the privilege of hosting a few Clark Atlanta University finance students at “A Day in the Life of an Advisor” event in our Atlanta Office. Our team walked the students through the intricacies of being an advisor and working at a firm, discussed the huge responsibility that comes with managing a client’s financial affairs, and shared some best practices. The students felt the experience helped them connect the dots between what they are studying in school today and how that knowledge can be applied in a wealth management career in the future. In turn, our staff gained some insight into the hurdles many students today must face and overcome. It was a wonderful learning experience for all involved. Thank you Gary O. Clement, CFP®, CRPS®, CRPC®, AFC®, MPAS® for sharing your exemplary scholars with us. The future is bright!