Richard Widick, Mba
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Richard Widick, Mba Email & Phone Number

Senior Financial Planner at Modera Wealth Management
Location: Lakeland, Florida, United States 9 work roles 2 schools
1 work email found @cpsinvestmentadvisors.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email r****@cpsinvestmentadvisors.com
LinkedIn Profile matched
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Current company
Modera Wealth Management
Role
Senior Financial Planner
Location
Lakeland, Florida, United States
Company size
190 employees

Who is Richard Widick, Mba? Overview

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Quick answer

Richard Widick, Mba is listed as Senior Financial Planner at Modera Wealth Management, a company with 190 employees, based in Lakeland, Florida, United States. AeroLeads shows a work email signal at cpsinvestmentadvisors.com and a matched LinkedIn profile for Richard Widick, Mba.

Richard Widick, Mba previously worked as Financial Advisor at Cps Investment Advisors and LPL Financial Planner and Wealth Strategist at Cultivate Wealth Management. Richard Widick, Mba holds Master'S Of Business Administration, Business And Finance from Florida Southern College.

Company email context

Email format at Modera Wealth Management

This section adds company-level context without repeating Richard Widick, Mba's masked contact details.

*@cpsinvestmentadvisors.com
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AeroLeads found 1 current-domain work email signal for Richard Widick, Mba. Compare company email patterns before reaching out.

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Profile bio

About Richard Widick, Mba

Richard Widick, Mba is a Senior Financial Planner at Modera Wealth Management. He possess expertise in management, leadership, public speaking, strategic planning, microsoft office and 6 more skills.

Listed skills include Management, Leadership, Public Speaking, Strategic Planning, and 7 others.

Current workplace

Richard Widick, Mba's current company

Company context helps verify the profile and gives searchers a useful next step.

Modera Wealth Management
Modera Wealth Management
Senior Financial Planner
Lakeland, FL, US
Website
moderawealth.com
Employees
190
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Company profile
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9 roles

Richard Widick, Mba work experience

A career timeline built from the work history available for this profile.

Business Development Specialist

Gmf Steel Group

Lakeland, Florida Area

May 2019 - Jun 2020

Business Development Assistant

Gmf Steel Group

Lakeland, Florida Area

Jan 2019 - May 2019

Executive Intern

Gmf Steel Group

Lakeland, Florida Area

Assist the Executive Vice president in the area of Business Development.

May 2018 - May 2019
Team & coworkers

Colleagues at Modera Wealth Management

Other employees you can reach at moderawealth.com. View company contacts for 190 employees →

KH Karizma Harris Karizma Harris Colleague at Modera Wealth Management Charlotte Metro, United States View → L( Liz (Damaso) Kishel, Cfp® Liz (Damaso) Kishel, Cfp® Colleague at Modera Wealth Management Atlanta Metropolitan Area, United States View → SS Stephanie Spies, Cfp®, Ea Stephanie Spies, Cfp®, Ea Colleague at Modera Wealth Management New York City Metropolitan Area, United States View → BC Betsy Cunagin Betsy Cunagin Colleague at Modera Wealth Management Asheville, North Carolina, United States, United States View → EG Elizabeth Gavin Elizabeth Gavin Colleague at Modera Wealth Management West Chester, Pennsylvania, United States, United States View → JM Jennifer M Murray, Cfp® Jennifer M Murray, Cfp® Colleague at Modera Wealth Management Morristown, New Jersey, United States, United States View → TA Theresa Apruzzese Days Theresa Apruzzese Days Colleague at Modera Wealth Management Greater Boston, United States View → MS Marley Smith (Turbett) Marley Smith (Turbett) Colleague at Modera Wealth Management Greater Philadelphia, United States View → JR Jordan Rubin, Cfa, Cfp® Jordan Rubin, Cfa, Cfp® Colleague at Modera Wealth Management Washington, District Of Columbia, United States, United States View → SH Steve Haney, Cfa, Mt Steve Haney, Cfa, Mt Colleague at Modera Wealth Management Philadelphia, Pennsylvania, United States, United States View →
2 education records

Richard Widick, Mba education

Bachelor Of Business Administration - Bba, Business, Management, Marketing, And Related Support Services

Florida Southern College
FAQ

Frequently asked questions about Richard Widick, Mba

Quick answers generated from the profile data available on this page.

What company does Richard Widick, Mba work for?

Richard Widick, Mba works for Modera Wealth Management.

What is Richard Widick, Mba's role at Modera Wealth Management?

Richard Widick, Mba is listed as Senior Financial Planner at Modera Wealth Management.

What is Richard Widick, Mba's email address?

AeroLeads has found 1 work email signal at @cpsinvestmentadvisors.com for Richard Widick, Mba at Modera Wealth Management.

Where is Richard Widick, Mba based?

Richard Widick, Mba is based in Lakeland, Florida, United States while working with Modera Wealth Management.

What companies has Richard Widick, Mba worked for?

Richard Widick, Mba has worked for Modera Wealth Management, Cps Investment Advisors, Cultivate Wealth Management, Gmf Steel Group, and Harley-Davidson Motor Company.

Who are Richard Widick, Mba's colleagues at Modera Wealth Management?

Richard Widick, Mba's colleagues at Modera Wealth Management include Karizma Harris, Liz (Damaso) Kishel, Cfp®, Stephanie Spies, Cfp®, Ea, Betsy Cunagin, and Elizabeth Gavin.

How can I contact Richard Widick, Mba?

You can use AeroLeads to view verified contact signals for Richard Widick, Mba at Modera Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Richard Widick, Mba attend?

Richard Widick, Mba holds Master'S Of Business Administration, Business And Finance from Florida Southern College.

What skills is Richard Widick, Mba known for?

Richard Widick, Mba is listed with skills including Management, Leadership, Public Speaking, Strategic Planning, Microsoft Office, Microsoft Excel, Customer Service, and Microsoft Word.

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