Amy Wagner

Wealth Management Advisor

Amy Wagner
Address
9280 Montgomery Rd, Suite 300
Building 2B
Cincinnati, OH 45242
US
Get Directions
Contact Hours
By appointment

About Amy

Professional Experience

Amy Wagner is a Vice President and Wealth Management Advisor for Fifth Third Private Bank in the Cincinnati region. She and her highly credentialed team are dedicated to helping high net worth and ultra-high net worth individuals, families and businesses with customized wealth management solutions.  Together they serve as trusted advisors to provide advice and solutions focusing on wealth planning, banking services, custom credit solutions, investment management and trust, tax strategies, and estate planning.

 

Amy is a Certified Exit Planning Advisor, with extensive experience helping business owners plan and prepare for the sale of their business, both personally and professionally.  She also has years of experience in financial media, co-hosting a daily personal finance radio show and podcast, appearing weekly in the Cincinnati Enquirer, and also providing financial guidance on local TV stations.

Education

University of Kentucky, Lexington, Kentucky

Licenses & Professional Designations

Certified Exit Planning Advisor

About Fifth Third Private Bank

With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.

Learn More

Our Wealth Solutions for Your Personal Finances

Wealth Management
Investment Management
Investing & Retirement
Estate Planning
Fiduciary Services
Insurance Options

We’re here to help

+Deposit and credit products provided by Fifth Third Bank, National Association, Member FDIC, Equal Housing Lender.

Investing involves risk, including the possible loss of principal invested. Diversification and asset allocation do not guarantee better performance and cannot eliminate the risk of investment loss.

Fifth Third does not provide tax or legal advice. Please consult your tax advisor or attorney before making any decisions or taking any action based on this information.

Passageway is an investment advisory service offered by Fifth Third Securities. For additional information about the advisory services offered by Fifth Third Securities, please speak with your Investment Professional or ask for a copy of the Firm's Passageway Managed Account Wrap Fee Program Brochure (ADV Part 2A).

Fifth Third Securities is the trade name used by Fifth Third Securities, Inc., member FINRA / SIPC, a wholly owned subsidiary of Fifth Third Bank, National Association, a registered broker-dealer, and a registered investment advisor registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training.

*Securities and investments offered through Fifth Third Securities, Inc. and insurance products:


  • Are Not FDIC Insured

  • Offer No Bank Guarantee

  • May Lose Value

  • Are Not Insured By Any Federal Government Agency

  • Are Not A Deposit


Insurance products made available through Fifth Third Insurance Agency, Inc. Insurance products are not offered in all states.

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