NJ Professional Named to Board of Multistate Financial Planning Firm

WESTWOOD, NJ, February 17, 2022 /PRNewswire/ — Modera Wealth Management LLC (“Modera”) is proud to announce that it has appointed Kelly A. HenningCFP®, MSFS on its board of directors.

by Kelly Henning story is one of incredible achievement and dedication to our customers and our company,” said Tom Orecchio, Managing Director, Director and Wealth Manager at Modera. “His contributions to Modera have been exemplary and we are truly privileged to welcome Kelly and his future contributions to our Board of Directors.”

Kelly grew up in maple wood and Hillsdale, New Jersey and earned a BA in Business and Economics from Lafayette College. She was Marquis Scholar at Lafayette, the College’s highest academic honour. Kelly started with Modera as a college intern in her New Jersey office and joined the firm as a full-time Client Services Specialist in 2009. Since then, she has had several formal promotions in title and responsibility over the past 13 years, rapidly rising from financial analyst to financial advisor to wealth manager, and in 2020 to principal and business owner. Committed to continuing education, she earned the Certified Financial Planner® designation in 2013 and her Master of Science in Financial Services (MSFS) from the American College of Financial Services in 2019. In addition to this newly announced seat on the board of directors, Kelly also heads Modera’s financial planning committee.

“Being named to Modera’s Board of Directors is a great honor. I look forward to serving our customers and our company in this new role,” said Kelly Henning. “Helping clients with their financial future is why I love my job and continually seek opportunities to better serve our clients. I was fortunate to work for a great company with amazing shareholders and colleagues to teaching me and guiding me along the way is something I hope to pass on to others in their financial careers.”

Kelly resides at Ramsey with her husband Kyle and their two young children.

About Modera:

Modera Wealth Management, LLC (Modera) is an independent fee-based wealth management firm with offices in Massachusetts, New Jersey, new York, Pennsylvania, North Carolina, Georgia and Florida and serves customers across the country. Since the company’s inception in 1983, Modera has maintained a customer-focused philosophy. Modera was established as a fee-based registered investment adviser, which at the time was rare in the industry. www.moderawealth.com


Anna Himsenior marketing manager, 201.768.4600, [email protected]

Modera Wealth Management, LLC (Modera) is an SEC-registered investment adviser with establishments at Massachusetts, new York, New Jersey, Pennsylvania, North Carolina, Georgia and Florida. Registration with the SEC does not imply any level of skill or training. Modera may transact business only in states in which it is notified or may be exempt or excluded from notification requirements. For more information on our registration status, fees and services and/or a copy of our Form ADV Disclosure Statement, please contact Modera or visit the Investment Adviser Public Disclosure website (www.adviserinfo.sec. gov). A full description of our business operations and service offerings is contained in our disclosure brochure which appears in Part 2A of Form ADV.

SOURCE Modera Wealth Management, LLC