Marc Wagner's Location
Cincinnati, OH, US
Marc Wagner's Work
- Partner and Wealth Advisor @ Octavia Wealth Advisors
- Chief Financial Officer @ Octavia Wealth Advisors
- Founding Partner and Financial Advisor @ Midwest Financial Partners, LLC
- Project Manager @ CH Mack, Inc.
Marc Wagner's Education
- Vanderbilt University
BS (Human and Organizational Development)
1990 - 1994 - St. Xavier1986 - 1990
- OLR
Marc Wagner's Skills
- Estate Planning
- Program Management
- Marketing
- Insurance Strategies
- Training
- Estate Planning Strategies
- Financial Analysis
- Financial Services
- Retirement Planning
- Wealth Management
Marc Wagner's Summary
Marc Wagner, based in Cincinnati, OH, US, is currently a Partner and Wealth Advisor at Octavia Wealth Advisors, bringing experience from previous roles at Octavia Wealth Advisors, Midwest Financial Partners, LLC and CH Mack, Inc.. Marc Wagner holds a 1990 - 1994 BS in Human and Organizational Development @ Vanderbilt University. With a robust skill set that includes Estate Planning, Program Management, Marketing, Insurance Strategies, Training and more, Marc Wagner contributes valuable insights to the industry. Marc Wagner has 2 emails on RocketReach.
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