This profile highlights one of
When the country was in the throes of COVID-19 and few were venturing outside their social bubbles, Victoria Tejeda didn't want to lose touch with her women clients.
With so much going on Tejeda knew it was important for conversations about money to continue, and she helped her firm, Modera Wealth Management, form conversation circles to keep learning and building connections.
"It was kind of like a little book club based around finances, where we could continue to foster discussions," said Tejeda, a principal and senior financial advisor who has been at Modera since 2017. "It was really fun and a nice way to be able to connect with people and give them something to do and common ground."
After COVID, Tejeda didn't stop.
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Since, she'd let her
Through the program, Tejeda and other wealth managers at Modera went out in Boston and taught designated courses each day during hour-long sessions, discussing financial literacy and money management.
"As planners, we just have so much knowledge and I try to find ways to share it beyond just our clients," Tejeda said. "We've gone through periods of inflation, expenses have changed, the cost of living has changed. Giving people a space where they can share ideas and what's working for them and how they're getting through certain times has been really valuable and just enriching. I learn from other people, and it just gives you perspective."
Last winter, Tejeda teamed with Women's Money Matters to organize a coat drive, using Modera's office space to gather goods like clothes, coats and personal hygiene products to donate to shelters across Boston.
She
She serves as the secretary of the Boston Trust and Estates Consortium, a professional organization that connects estate planning attorneys, CPAs, financial advisors and other specialists across Boston for education and collaboration.
"I want to see everyone succeed. I care about when clients are going through hard times," Tejeda said. "A client last week wrote to me and said, 'I just want to let you know my dog passed today, and you asked about them all the time, and I just felt like you should know.' That just meant so much to me."
Jeanne Bernardin, principal and wealth manager at Modera's Boston office, said Tejeda is a connector — from clients, to other financial professionals and to the greater Boston community.
"Whether it's taking time outside of work, she always prioritizes the client first, even if it means shifting something on a personal level or work wise," Bernardin said. "It really differentiates her, and her clients are more than clients; they're really a part of her personal network and personal life."
