Broker Check
Anne H. Wheeler

Anne H. Wheeler

Client Relations Associate

Since January 2019, Anne has been able to assist Cathy and our clients with exceptional customer service. Originally starting her role at the front desk, she quickly advanced to a new role with more responsibilities. She proactively organizes and manages a variety of client service needs and initiatives for Wagner Advisory Group’s clients; such as processing Required Minimum Distributions and maintaining accounts. Anne earned her bachelor’s degree in Communications from the University of Tennessee. Originally from Cincinnati, Ohio, Anne just moved to Florida with her husband, Rick. When not at work, Anne enjoys exploring her new home state, going to the park with her dogs and playing golf with her husband.

 

*Anne Wheeler is not registered with FSC Securities Corporation or Cathy A. Wagner, CFP.