Savannah L.
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Savannah L. Email & Phone Number

CMSA® | FPQP® | Modera Wealth at Modera Wealth Management
Location: Charlotte, North Carolina, United States 6 work roles 5 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Modera Wealth Management
Role
CMSA® | FPQP® | Modera Wealth
Location
Charlotte, North Carolina, United States
Company size
63 employees

Who is Savannah L.? Overview

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Quick answer

Savannah L. is listed as CMSA® | FPQP® | Modera Wealth at Modera Wealth Management, a company with 63 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Savannah L..

Savannah L. previously worked as Research Assistant at Modera Wealth Management and Client Service Specialist at Modera Wealth Management. Savannah L. holds Master Of Public Health - Mph from Southern New Hampshire University.

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Modera Wealth Management

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About Savannah L.

Savannah L. is a CMSA® | FPQP® | Modera Wealth at Modera Wealth Management.

Current workplace

Savannah L.'s current company

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Modera Wealth Management
Modera Wealth Management
CMSA® | FPQP® | Modera Wealth
westwood, new jersey, united states
Website
moderawealth.com
Employees
63
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6 roles · 10 years

Savannah L. work experience

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Client Service Specialist

Parsec Financial
Apr 2021 - Apr 2023

Healthcare Specialist

Us Army
Sep 2011 - Sep 2014
Team & coworkers

Colleagues at Modera Wealth Management

Other employees you can reach at moderawealth.com. View company contacts for 63 employees →

TO Tom Orecchio, Cfa, Cfp Tom Orecchio, Cfa, Cfp Colleague at Modera Wealth ManagementWestwood, New Jersey, United States, United States View → CS Christina Schappert Christina Schappert Colleague at Modera Wealth ManagementCharlotte, North Carolina, United States, United States View → AW Andrew Walker, Cfp® Andrew Walker, Cfp® Colleague at Modera Wealth ManagementBoston, Massachusetts, United States, United States View → BC Brett Caldwell, Cpa, Cfp® Brett Caldwell, Cpa, Cfp® Colleague at Modera Wealth ManagementInverness, Florida, United States, United States View → TF Tana Flores, Fpqp™ Tana Flores, Fpqp™ Colleague at Modera Wealth ManagementGainesville, Georgia, United States, United States View → CF Chad Foster, Cfp®, Cdfa®, Chfebc℠ Chad Foster, Cfp®, Cdfa®, Chfebc℠ Colleague at Modera Wealth ManagementAsheville, North Carolina, United States, United States View → TB Travis Boyer, Cfa, Cfp® Travis Boyer, Cfa, Cfp® Colleague at Modera Wealth ManagementAsheville, North Carolina, United States, United States View → TA Thomas Ausfahl, Cfp® Thomas Ausfahl, Cfp® Colleague at Modera Wealth ManagementUnited States, United States View → BB Bradley Burk, Cfp®, Bfa™ Bradley Burk, Cfp®, Bfa™ Colleague at Modera Wealth ManagementCharlotte, North Carolina, United States, United States View → RD Robert Dowling , Cfp® Robert Dowling , Cfp® Colleague at Modera Wealth ManagementWestwood, New Jersey, United States, United States View →
5 education records

Savannah L. education

Social And Behavioral Research

Citi Program
FAQ

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

What company does Savannah L. work for?

Savannah L. works for Modera Wealth Management.

What is Savannah L.'s role at Modera Wealth Management?

Savannah L. is listed as CMSA® | FPQP® | Modera Wealth at Modera Wealth Management.

Where is Savannah L. based?

Savannah L. is based in Charlotte, North Carolina, United States while working with Modera Wealth Management.

What companies has Savannah L. worked for?

Savannah L. has worked for Modera Wealth Management, Parsec Financial, Thrive Family Health Center, Woodforest National Bank, and Us Army.

Who are Savannah L.'s colleagues at Modera Wealth Management?

Savannah L.'s colleagues at Modera Wealth Management include Tom Orecchio, Cfa, Cfp, Christina Schappert, Andrew Walker, Cfp®, Brett Caldwell, Cpa, Cfp®, and Tana Flores, Fpqp™.

How can I contact Savannah L.?

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

What schools did Savannah L. attend?

Savannah L. holds Master Of Public Health - Mph from Southern New Hampshire University.

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