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Monica Wagner, Financial Advisor

FINANCIAL ADVISOR
Monica M Wagner

CFP®, AAMS™
214 E Elm Ave Suite 100, Monroe, MI 48162opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Wealth Strategies
  • Insurance & Annuities

About Monica

I am a CERTIFIED FINANCIAL PLANNER™ professional serving residents of Monroe County, MI, and beyond.

My interest in the financial markets and passion for helping others has led me to join this firm whose vision is parallel to my own: to partner for positive impact – to improve the lives of clients and colleagues, and together, better our communities and society.

My purpose is to create a plan designed to meet the goals you've envisioned, allowing you to enjoy spending time with the people who are important to you and engaging in the things you enjoy in life. I will...

Work History

  • Edward JonesMay 2010 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • University of ToledoBachelor of Business Admin

Personal Interests

  • Community Outreach
  • Health & Nutrition
  • Skiing
  • Golfing
  • Gardening

Team Members

  • Heaven Burns
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(734) 241-3540

Fax

(877) 526-9609

Office Address

214 E Elm Ave Suite 100
Monroe, MI 48162opens in a new window

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