Modera Wealth Management has appointed Kelly McCauley as its new financial advisor.
McCauley will be based in Westwood, New Jersey office and will work with clients to formulate planning goals, developing and implementing wealth management strategies.
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She will also monitor clients’ progress in working towards their financial and investment goals.
Prior to this role, McCauley has served for two years as a client services specialist at the firm. Currently, she also serves as a member of the firm’s Financial Planning Committee.
Modera Wealth Management is a fee-only, independent wealth management firm that provides integrated wealth management services for high-net-worth individuals, endowments and foundations.
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