Amy Wagner

Professional Experience

Amy Wagner is a wealth advisor who is passionate about partnering with her clients to help build wealth and enrich their lives. She develops deep relationships with those she works with, considering them like members of her family. Her work has a strong foundation in financial planning. Amy focuses on building personalized investment strategies, with an emphasis on tax efficiency and legacy planning. She also has a background in financial media, hosting the Simply Money radio show and podcast for nearly a decade. Her Allworth Advice segments and financial advice columns have appeared on FOX19 as well as the Cincinnati Enquirer and cincinnati.com

Education

• Bachelor of Arts, Broadcast Journalist, University of Kentucky

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