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Erica Yount of Modera Wealth Management, LLC is a member of XPX Charlotte

Erica Yount

Modera Wealth Management, LLC

Charlotte, North Carolina
About
Company name
Modera Wealth Management, LLC
Business title
Principal & Wealth Manager
Contact
How to contact
980-221-2524; ericay@moderawealth.com
Professional Profile

Call Me When

you need financial planning and investment management for individuals, business owners, or endowments

Professions

Wealth Manager

Functional Expertise

Fiduciary
Financial Modelling
Trusts

Business Focus

wealth management with a niche focus on helping business owners

Professional Certification

CFA, CFP

Client Industries

Consumer Services
Health/Pharma/Biotech
Chapter information
Charlotte

Membership

Charlotte Individual

Member since

Member for 11 months
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