Brandy Wagner

Brandy Wagner Email and Phone Number

Partner/Operations Manager at Creative Planning @
Brandy Wagner's Location
Somerville, Tennessee, United States, United States
About Brandy Wagner

Creative Planning provides comprehensive wealth management services including investmentmanagement, financial planning, charitable planning, retirement plan consulting, tax planning, andestate planning services.Specialties: Wealth Management, Investment Management for Individuals, Businesses, and Charities,Financial Planning, Wills, Trusts, and Estate Planning, Tax Planning, Charitable Planning, BusinessSuccession Planning, Risk Management.

Brandy Wagner's Current Company Details
Creative Planning, LLC

Creative Planning, Llc

Partner/Operations Manager at Creative Planning
Brandy Wagner Work Experience Details
  • Creative Planning, Llc
    Operations Manager
    Creative Planning, Llc Mar 2023 - Present
    Memphis, Tennessee, United States
  • Telarray
    Director Of Client Services
    Telarray Oct 2014 - Mar 2023
    View
  • Telarray
    Client Service Specialist
    Telarray Feb 2007 - Oct 2014
    View

Frequently Asked Questions about Brandy Wagner

What company does Brandy Wagner work for?

Brandy Wagner works for Creative Planning, Llc

What is Brandy Wagner's role at the current company?

Brandy Wagner's current role is Partner/Operations Manager at Creative Planning.

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