It takes a village.
Modern Wealth Management Teams
From advisors to administrators, we know it take a village to create a sustainable, growing company.
Investment Management
Modern Wealth’s Investment Management Team is coordinated by our Direct of Investments, Stephen Tuckwood, CFA (Tuck).
In this video, Tuck details how our Investment Management Team operates within the firm as well as how advisors can leverage the expertise on the team to deliver a better experience to our clients.
Marketing Team
Modern Wealth’s Marketing Team is coordinated by our Director of Marketing, Paul Manger.
In this video, Paul will breakdown what our Marketing Team does to generate demand using a variety of content channels.