Marc Wagner

Partner/Wealth Advisor at Octavia Wealth Advisors

Role: Partner Wealth Advisor at Octavia Wealth Advisors
Location: Cincinnati, OH, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Marc Wagner

I am a founding partner and wealth advisor who also serves as chief financial officer at…

Experience

Partner Wealth Advisor
Octavia Wealth Advisors
Jun 2020 — Present · Cincinnati, OH, US

Education

Vanderbilt University
BS, Human and Organizational Development
1990 — 1994

Skills

Insurance Strategies
Wealth Management
Financial Planning
Retirement Planning
Estate Planning Strategies
Financial Services

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