Melissa A. Wagner
Associate Financial Advisor
As a member of our Wealth Advisory Team, Melissa works to develop forward-looking financial and investment strategies for our clients.
Before joining us, she served as a charitable giving officer for major and planned gifts for the Educational Media Foundation, which is based near Sacramento, California.
Melissa has a master’s degree in public policy and management from the University of Pittsburgh and a bachelor’s degree in English and French from Westminster College. She’s currently pursuing her Certified Financial Planner™ certification.
Though she’s relatively new to the community, Melissa and her family are enjoying living in Dublin and exploring the rest of central Ohio.