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Jason S
CFP®, Series 66
Chicago, IL
Modera Wealth Management, LLC
Jason Suway is a CFP®-certified financial advisor with two years of industry experience. He is currently with Modera Wealth Management, LLC and previously worked at Ayco. Modera Wealth Management serves individuals, trusts, corporations, and plan sponsors, offering wealth management, retirement plan consulting, financial planning, tax services, and business coaching. The firm utilizes diversified asset allocation based on Modern Portfolio Theory and combines investment management with in-house accounting and tax capabilities.
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