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.

Let’s Talk.

Modera Financial Planning & Wealth Management
56 Jefferson Ave., Westwood, NJ 07675
201-768-4600