About Us

Marc E. Wagner, CFP®

Financial Professional
At Retirement Group Retirement Planning Specialist
Phone: 513-762-7725
Fax: 513-762-7741

Marc Wagner was born and raised in Cincinnati.  He graduated from St. Xavier High School and continued his education at Vanderbilt University in Nashville where he earned a Bachelor of Science degree and graduated with honors in 1994.  While in Nashville he assisted an advisor at Prudential Securities.  His responsibilities included portfolio design and marketing campaigns.  After graduation, Marc returned to Cincinnati and joined a software company where he designed portfolio and contact management software for financial advisors.  With this knowledge in hand, Marc developed a consulting practice focusing on financial professionals to assist them in incorporating technology into their practices.

Marc joined AXA Adviosrs, LLC., in 2001.  Since then he has been a consistent leader of our developing sales force.  His career has focused on providing planning support and technical knowledge to many of the financial professionals at our firm.  He believes in taking a goal-oriented approach to assisting his clients with wealth accumulation and protection strategies.

Marc works comprehensively with his clients' wealth management plans. He manages their long and short-term goals through a high level of service.  He delivers this service in a highly personalized and unparalleled way.  “I pride myself on being a teacher with the focus of providing expert education and advice to my clients.”

In addition to his practice at AXA Adviosrs, LLC, he is actively involved with several organizations and works with many philanthropic organizations where he gives back to his community.  In 2004 and 2005 Marc was also an assistant coach for the nationally ranked St. Xavier swim team.  He resides in West Chester with his wife, Michelle, and their two children, Nicholas and Samantha. 

 

CFP® and CERTIFIED FINANCIAL PLANNER™ professional are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

California Insurance License #: 0M86284

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors is the brand name of AXA Advisors, LLC (Member FINRA, SIPC)

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

AXA Advisors, LLC is an Equal Opportunity Employer M/F/D/V

Equitable Holdings, Inc. is a publicly traded corporation, and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

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