Member Spotlight: Nicole Cannone Wegman

Check out Modera Wealth Management

Contact: nwegman@moderawealth.com

Nicole has over 15 years of experience in the financial services industry and earned her BSBA in Marketing and Finance from Villanova University. She is passionate about making financial advice accessible to everyone and firmly believes planning is the best way to deliver objective advice that will help clients achieve their goals. This passion is what drove Nicole to obtain her CERTIFIED FINANCIAL PLANNER™ certification in 2013.

Prior to re-joining Modera Wealth Management in 2023, Nicole worked with UBS Financial Services for almost ten years. As a valued member of the Wealth Planning Americas team, she was responsible for integrating financial planning practices into how UBS Financial Advisors worked with their clients. She also held specialist roles with Commonwealth Financial Network, Morgan Stanley and Delaware Funds by Macquarie.

With Modera, you benefit from the support of highly experienced advisors in the disciplines that contribute to peace of mind and positive outcomes — financial planning, investment management, tax strategy, retirement planning, philanthropy and much more. We strive to deliver sophisticated, fee-only wealth management in a highly personal way to the individuals, families, retirement plan sponsors and non-profit institutions that we work with. Our core purpose is to make a lasting, positive impact on the lives of our clients and colleagues.

I am a Jersey Girl through and through — I grew up in Scotch Plains, NJ, and now live in Summit! While I do have an office in New Providence to go to daily, what is missing is the community aspect! I am excited to learn and network from peers both in the industry and elsewhere to help bring more resources to the families I work with.