Broker Check

Our Crew – A dedicated team of professional fiduciaries

Cathy is a Certified Financial Planner™ (CFP®) and President of the firm she founded in 1986 after obtaining her designation. She has devoted the entirety of her career to helping clients plan their financial futures...

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Kelsey is a licensed financial advisor specializing in offering comprehensive advice to Gen Z, Millennials, and Gen X. From the early stages of starting an emergency fund through to complex and innovative wealth management...

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Vanessa Wagner

Administrative Assistant

727-781-2213

727-786-5162

Vanessa Wagner joined our firm in January 2022, equipped with over 19 years of experience in the hospitality industry, 10 of which she was the proprietor of a top-performing restaurant

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Kelsey Morgan joined our firm in July 2019 and is now the head of client service at Wagner Advisory Group. She assists in client paperwork, transaction requests, client communications, and any other client service related request that comes

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Isabella joined our team in January 2022 after recently graduating from the University of Tampa with a bachelor's degree in Business Management. She is the bright voice you hear when you call our office. She manages the front desk..

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Elizabeth A. Reider

Licensed Life & Health Insurance Specialist

We have partnered with Elizabeth to provide our firm with remote assistance in processing Life and Long Term Care insurance. Since joining the team in March 2012, she has built valuable relationships with the families we serve.

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Indy Wagner Stockhausen

Team Mascot & "Director of First Impressions"

After being rescued 3 years ago from the Humane Society of Pinellas, Indy has become the Wagner Advisory Group (or WAG, as she likes to call it) Team Mascot. She is in the office on most days ready to greet our client as if they...

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Sail toward the life of your dreams

We work together to reduce complexity and provide plans for how you can strategically utilize resources. We’ll start by crafting a custom plan for your needs. That process begins with a complimentary discovery consultation that allows you to learn more and get to know us better.

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