Carol Johnson

Carol 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. 

What do you enjoy most about working at Modera?

I enjoy the collaborative environment.

When you’re not working you’re…?

Spending time with family and friends.

Where did you grow up? Where do you live now?

I was born in New York but was raised and currently reside in Citrus County, Florida. My entire working career of 30+ years has been in Citrus County.

What’s a destination in the world that you aspire to visit?

Traveling to various places within the United States and Europe with family and friends.

Let’s Talk

Modera Financial Planning & Wealth Management
221 W. Main St., Suite A, Inverness, FL 34450
(352) 746-4460