Stephanie H. Spies
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Stephanie’s responsibilities as a planning associate include data analysis, supporting client relationships and assisting wealth managers in developing comprehensive financial plans. 

Professional Designations



William Paterson University, B.S., Accounting and Financial Planning, magna cum laude

Read more about Stephanie

What do you value most in your client relationships?

The level of trust that clients have for the wealth managers and the firm.

What sparked your interest in financial planning? What fuels you every day in your work?

I have been interested in personal finance since I was little. I loved going on trips to the bank and counting the coins in my piggy bank. When I went to college I wanted to be an accountant, but about halfway through I discovered that financial planning was a career option. I added financial planning as a double major to enhance my accounting skills, but ended up liking it even more than accounting. I’m fueled by helping to educate clients more about personal finance and helping to make future generations more financially literate.

What do you enjoy most about working at Modera?

Being able to help clients and educating them more on personal finance topics that are applicable to them.

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

I grew up in a small town in rural Hunterdon County, New Jersey, which is why I love the outdoors. I currently live in Rutherford, New Jersey.

Stephanie’s Insights

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