Lexington, Ky.-based IPA 100 firm Dean Dorton (FY23 net revenue of $63.9 million) welcomes Amy Wagner to its team as a wealth advisor. Wagner brings nearly a decade of experience in financial advising and is a familiar face and voice to many in the Greater Cincinnati area. She is known as the host of the Simply Money radio show on 55KRC, the Best of Simply Money podcast and as a reporter and anchor for Allworth Advice segments featured on Fox19 Now and Cincinnati.com.
Amy Wagner
“We are extremely excited to welcome Amy to the team,” said Diego Vallota, managing director of private wealth at Dean Dorton. “Her deep experience and commitment to educating and empowering clients make her an ideal fit for our firm and our mission.”
Throughout her career, Wagner has demonstrated a passion for helping individuals and families achieve financial peace of mind. She has developed an approach for blending financial guidance with a warm, affable style. Her background positions her to help support clients through integrated wealth management and tax planning strategies – a key differentiator for Dean Dorton’s private wealth practice.
In her new role, Wagner will focus on delivering personalized financial planning and investment management services to high-net-worth individuals and families. She will work closely with Dean Dorton’s service groups to help provide clients with holistic solutions aimed at aligning their financial goals with smart tax strategies.
“I’m honored to join a firm that shares my values of trust, transparency and client education,” said Wagner. “Dean Dorton’s integrated approach to wealth and tax services allows me the potential to deliver even greater value to clients, and I’m excited to be part of a team that, I believe, truly raises the bar in the industry.”
