Kelly Henning, CFP®, MSFS

Experience

• 

  Modera Wealth Management

  Jun 2009 - now

  Manage client relationships, develop comprehensive financial plans, and assist with the firm's trading procedures. Manage client relationships, develop comprehensive financial plans, and assist with the firm's trading procedures. Responsible for supporting advisor and client requests, maintaining portfolio management software and serving as the firm's liaison with custodians.

  • Principal and Wealth Manager

    Jan 2020 - now

  • Wealth Manager

    Jan 2019 - Jan 2020

  • Senior Financial Advisor

    Jan 2017 - Dec 2018

  • Financial Advisor

    Jan 2014 - Dec 2016

  • Financial Analyst

    Mar 2011 - Dec 2013

  • Client Service Specialist

    Jun 2009 - Mar 2011
• 

  NAPFA Genesis

  Jan 2011 - Jul 2011

  Social Media Coordinator

  Maintain social media groups and discussions, specifically Twitter, LinkedIn, and Facebook, for NAPFA Genesis.