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Doreth Goodall

,FPQP®

Client Service Specialist
Doreth is responsible for scheduling and preparing annual reviews for clients, preparing client paperwork, including new account and transfer forms, and acting as a liaison between the firm’s wealth management team and the custodians’ client service departments.

What do you enjoy most about working at Modera?
The people – my fellow employees. They are warm, welcoming and always ready to lend a hand.

When you’re not working you’re…?
When I am not working I enjoy spending time with my beautiful grandchildren. They are truly a treasure and my heart.

Where did you grow up? Where do you live now?
I grew up in Jamaica, moved north many years ago, and now live in Atlanta, Georgia.

What’s a destination in the world that you aspire to visit?
I love traveling and one of the countries I would love to visit is Switzerland.

How do you caffeinate?
Coffee, lots of coffee

Articles by Doreth Goodall

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Charlotte NC Office Buildings

Charlotte, NC

6101 Carnegie Blvd Suite 220 Charlotte, NC 28209

6700 Fairview Rd., Suite 360 Charlotte, NC 28210

704-358-3322

Professional Designations

Financial Paraplanner Qualified Professional™

Sophisticated wealth management from really nice people.
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