Nicole Cannone Wegman

Nicole is passionate about making financial advice accessible to everyone. She specializes in helping busy professionals make smart, educated financial decisions to build and preserve wealth for themselves and their families. She strives to empower her clients to effectively prioritize their time to achieve their goals. Nicole has almost 20 years of financial services experience. She re-joined Modera in 2023, following her time at the firm as a Financial Analyst in 2012. During that gap, Nicole was a valued member of UBS Financial Services’ Wealth Planning Americas team, where she was the lead financial planner in the NYC Metro and Southeast Regions. She also held specialist roles with Commonwealth Financial Network, Morgan Stanley, and Delaware Funds by Macquarie. Nicole received a BSBA in marketing and economics from Villanova University and is a CERTIFIED FINANCIAL PLANNER® professional.