Blake Willis Email & Phone Number
Client Services Associate @ Modera Wealth Management
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Blake Willis Location
- Falls Church, VA, US
Blake Willis Work
- Client Services Associate @ (February 2022 - Present)
- Client Service Associate @ Bernhardt Wealth Management (February 2022 - February 2025)
- Financial Advisor @ (June 2021 - February 2022)
- FP and A Intern @ (May 2020 - August 2020)
- Senior Client Service Specialist @ (February 2025 - Present)
Blake Willis Education
- Virginia Tech - Pamplin College of Business
BS in Finance (Certified Financial Planning Certification Education Option)
2017-2021
Blake Willis Summary
- Blake Willis, based in Falls Church, VA, US, is currently a Client Services Associate at Modera Wealth Management. Blake Willis brings experience from previous roles at Bernhardt Wealth Management, McAdam Financial, Luna Innovations Incorporated and Modera Wealth Management. Blake Willis holds a 2017 - 2021 BS in Finance in Certified Financial Planning Certification Education Option @ Virginia Tech - Pamplin College of Business. Blake Willis has 3 emails and 6 mobile phone numbers on RocketReach.
Looking for a different Blake Willis?
Find contact details for 700 million professionals.
Others Named Blake Willis
Blake Willis
President
Katy, TX, US
Blake Willis
President
Waco, TX, US
Blake Willis
Account Executive
Fredericksburg, VA, US
Blake Willis
Materials Procurement Manager
Forney, TX, US
Blake Willis
Client Services Associate
Falls Church, VA, US
Blake Willis
DTRP Data Scientist and Analyst (Digital ACD)
Philadelphia, PA, US
Top Modera Wealth Management Employees
Liz Skinner
Director of Communications
United States
Shelly Kapoor
Chief Operating Officer
Portland, OR, US
John Ceparano
Principal, Wealth Manager and Co-Director of Retirement Business Services
Florida, United States
Anna Lui
Director of Program Management, Principal
New York, NY, US
Jeff Brewer
Director of Advisor Growth and Development
Charlotte, NC, US
Corey Dodgson
Director of Human Resources
Charlotte, NC, US
Judson Meinhart
Director of Financial Planning | Wealth Manager | Principal
Winston-Salem, NC, US
Mark Lewis
Director of Facilities
Asheville, NC, US
Regan Fad
General Counsel at Modera Wealth Management
New York, NY, US
Betsy Cunagin
Partner
Asheville, NC, US
Joe McCuine
President
Northborough, MA, US
Kirsten Ly
Chief Marketing Officer, Principal
Washington, DC, US
Rakhee Gor
Director of Operations, Principal
Atlanta, GA, US
Eric Richbourg
Director of Technology
Asheville, NC, US
Tom Orecchio
Chief Executive Officer
Westwood, NJ, US
Gaurav Mallik
Chief Investment Officer
Boston, MA, US
James Kipp
Chief Financial Officer, Principal
Boston, MA, US
Dawn Nickerson
Director of HR Operations
Atlanta, GA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co