Kelly Henning (CFP®, MSFS)

Kelly Henning focuses in the
following client markets or areas of practice:

Corporate Executives

High Net Worth Client Needs

Investment Advice without Ongoing Management

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

Kelly A. Henning is a Principal and Wealth Manager at Modera Wealth Management, LLC. Her main responsibilities include helping clients develop their financial plans, implementing wealth management strategies and managing clients’ investment portfolios. Kelly has experience working in all areas of financial planning, including retirement planning, estate planning, tax planning and risk management. Kelly leads the firm’s Financial Planning Committee.

Kelly joined the firm full-time in June 2009. She has held a number of roles over the years including a Client Services Specialist, Financial Analyst, Financial Advisor and Senior Financial Advisor.

Additional Information

Kelly earned a Bachelor’s Degree in Economics and Business from Lafayette College and was named a Marquis Scholar, the College’s highest academic honor. Kelly earned her Master of Science in Financial Services (MSFS) from the American College of Financial Services. She is a member of National Association of Personal Financial Advisors (NAPFA) and is a Certified Financial Planner™ professional. Kelly serves as a NAPFA peer reviewer for advisors and firms seeking to join the organization. Kelly is a past member of the NAPFA 2013 Philadelphia conference board.

Outside Of Modera, Kelly enjoys spending time with her family, trying new restaurants, and traveling to new places. (CAM 3111)