Modera Wealth Management
Inverness, Florida

Are you looking for a highly personal wealth management experience in the Citrus County area? Do you need help streamlining your complex financial life and managing significant wealth? Our tight-knit team delivers meticulous financial planning, disciplined investing and day-to-day guidance — all with a warm, human touch.

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Adelaide Pickett

Compliance Manager
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Brett Caldwell

Senior Financial Advisor
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Carol Johnson

Client Service Advisor
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Echo Rooney

Administrative Assistant
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Greg Wheeler

Senior Planning Associate
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John J. Ceparano

Principal & Wealth Manager
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Kevin P. Sweeney

Chief Legal Officer, Principal & Wealth Manager
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Robin Townshend

Senior Client Service Advisor
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Sandy Patrick

Senior Client Service Advisor
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Savas N. Constantinou

Financial Advisor

We are independent, fee-only financial advisors

We are proud to be an independently owned wealth management firm that always puts its clients’ interest first, as evidenced by our fee-only compensation and fiduciary responsibility.