Heather Phillips

Heather 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. 

Education

Quinnipiac University, B.A. History and M.A.T.

What do you enjoy most about working at Modera?

My colleagues – how we work in a team-oriented environment and care about each other’s well-being.

What has been a particularly rewarding moment in your career?

Advancing to a new position and embracing new roles and challenges, as well as rewards and accomplishments.

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

I was born and raised in Norwood, and I live in Fort Lee for the time being.

How do you caffeinate?

Coffee….lots and lots of coffee……and chocolate.