Vincent Wagner's Location
Buffalo, New York, United States
Vincent Wagner's Work
- Financial Advisor @ Morgan Stanley
- President @ Guide Tower Financial Planning
- Senior Wealth Manager @ WNY Asset Management
- Wealth Manager @ WNY Asset Management
- Financial Consultant @ M&T Bank
- Financial Advisor and Service Team Member @ Masters Legacy Planning, Inc.
- Junior Associate @ BIRE Financial Services
- Event Services - Various Positions @ Marriott International
Vincent Wagner's Education
- College for Financial Planning
Certified Financial Planner ( Finance)
2009 - 2010 - Houghton College
Bachelor of Science ( Business Administration Major. Economics Minor)
2003 - 2007
Vincent Wagner's Skills
- Series 7
- Certified Financial Planner
- Wealth Management
- Series 24
- Series 63
- Public Speaking
- Investments
- Retirement Planning
- Wealth
- Investment Management
Vincent Wagner's Summary
Vincent Wagner, based in Buffalo, New York, United States, is currently a Financial Advisor at Morgan Stanley, bringing experience from previous roles at Guide Tower Financial Planning, Wny Asset Management and M&t Bank. Vincent Wagner holds a 2009 - 2010 Certified Financial Planner in Finance @ College for Financial Planning. With a robust skill set that includes Series 7, Certified Financial Planner, Wealth Management, Series 24, Series 63 and more, Vincent Wagner contributes valuable insights to the industry. Vincent Wagner has 1 email and 1 mobile phone number on RocketReach.
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