Erica Yount
Modera Wealth Management, LLC
Charlotte, North Carolina
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
Membership
Charlotte Individual
Member since
Member for 11 months
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