Blake Willis Email & Phone Number
Senior Client Service Specialist @ Modera Wealth Management
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Blake Willis Location
- Falls Church, VA, US
Blake Willis Work
- 2025 -now Senior Client Service Specialist @
- 2022 -now Client Services Associate @
- 2022 -2025 Client Service Associate @ Bernhardt Wealth Management
- 2021 -2022 Financial Advisor @
- 2020 -2020 FP and A Intern @
Blake Willis Education
- Virginia Tech - Pamplin College of Business
BS in Finance (Executive Treasurer of Sigma Alpha Epsilon Fraternity, VA Zeta Chapter. Member of the Finanical Planning Association. Member of the Finance Club at Virgina Tech.)
2017-2021
Blake Willis Summary
- Blake Willis, based in Falls Church, VA, US, is currently a Senior Client Service Specialist at Modera Wealth Management. Blake Willis brings experience from previous roles at Modera Wealth Management, Bernhardt Wealth Management, McAdam Financial and Luna Innovations Incorporated. Blake Willis holds a 2017 - 2021 BS in Finance in Executive Treasurer of Sigma Alpha Epsilon Fraternity, VA Zeta Chapter. Member of the Finanical Planning Association. Member of the Finance Club at Virgina Tech. @ Virginia Tech - Pamplin College of Business. Blake Willis has 3 emails and 6 mobile phone numbers on RocketReach.
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