David McCollum

Client Service Associate

David McCollum is a Client Service Associate at Modera Wealth Management, LLC. In his role at Modera, he provides overall support to the firm’s wealth management team. David is responsible for scheduling and preparing annual reviews for clients; preparing client paperwork, including new account and transfer forms; and acting as a liaison between the firm’s wealth management team and the custodians’ client service departments.

Prior to Modera, David worked as a Senior Registered Client Associate and has over thirteen years of experience working in the financial services industry. David graduated from the Georgia State University with a Bachelor's degree in Public Relations/Image Management. He studied Chemical Engineering at the University of Alabama and Business at Kennesaw State University.

Outside of work, David enjoys entertaining, theme parks, roller coasters, and spending time with his husband, their kids and their dogs. David also volunteers his time with different animal welfare and rescue groups.