Vincent R. Wagner, CFP® joins WNY Asset Management, LLC

Jan 5, 2012Office News

WILLIAMSVILLE, NY – WNY Asset Management has appointed Vincent R. Wagner, CFP®, to the position of Associate Wealth Manager. Wagner joins the firm from M&T Bank, where he served as a financial consultant.

A graduate of Houghton College, Wagner brings a wealth of experience in financial planning, private wealth management, portfolio management, and insurance to the firm. Wagner will work with a wide range of WNY Asset Management clients to develop tailored investment and wealth management strategies. A CERTIFIED FINANCIAL PLANNERTM professional, he brings experience with complex financial planning, estate planning, and tax strategies for high net-worth individuals and business owners.

A Registered Investment Advisory firm, WNY Asset Management was founded in 1994. An independent team of investment and wealth managers, WNY Asset Management is home to the CPA Financial NetworkTM, a unique network of accounting professionals who provide their clients with the advantage of tax managed solutions combined with WNY Asset Management’s financial knowledge, expertise and integrity.