Monica Wagner
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Edward Jones
Location
Monroe, MI 48162-2678
Credentials
CFP®, Series 63, Series 66
Industry experience
16 years
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement income strategy
Wealth management
General estate planning guidance
Multi-generational wealth transfer
Occupation focus
Oil & Gas
Work history
Edward Jones
2010 - Present (16 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Frank Z
CFP®, Series 66
Monroe, MI
Edward Jones
Taylor S
Series 63, Series 66
Lambertville, MI
Fidelity
Taylor Skees is currently serving as Vice President and Financial Consultant at Fidelity Investments. In this role, Taylor works closely with clients and their families to develop and monitor financial plans aimed at achieving their financial and lifestyle goals. Taylor has been with Fidelity Investments since 2014, progressing through roles including Director, Retirement Planner and Retirement Solutions Representative. With over 14 years of experience in the financial industry, Taylor has a background that includes positions as a Registered Representative at both Allstate Financial and Western & Southern Financial Group prior to joining Fidelity. This experience has contributed to a comprehensive understanding of retirement planning and financial consulting. Taylor's approach centers on building long-term relationships with clients and utilizing Fidelity's resources to support their financial objectives.
Troy F
CFP®, Series 66
Temperance, MI
Edward Jones
Carlos R
Series 66
Lambertville, MI
Edward Jones
Joel S
Series 66
Lambertville, MI
Edward Jones
Fred S
Series 66
Monroe, MI
Edward Jones
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