Matt Wagner
Compliance Officer at Oxinas Partners Wealth Management LLC
Profile
Mr. Matthew T.
Wagner is a Partner & Financial Advisor at Oxinas Partners Wealth Management LLC.
He served as a branch manager for a small personal finance company.
He entered the wealth advisory business in 2009 with Waddell & Reed, specializing in Financial and Investment Planning, and joined Oxinas Partners in 2017.
He leverages his professional and academic experience to educate clients on their options to secure their financial futures.
He is a graduate of St. Xavier High School and the University of Kentucky.
Matt Wagner active positions
| Companies | Position | Start |
|---|---|---|
Oxinas Partners Wealth Management LLC
 Oxinas Partners Wealth Management LLC Investment ManagersFinance Oxinas Partners Wealth Management LLC (Oxinas Partners) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Jeffersonville, Indiana. Oxinas Partners was founded in 2018 and offers investment advisory services to individuals, high net worth-individuals, trusts, estates, charitable organizations and retirement plans. | Compliance Officer | 01/01/2018 |
Training of Matt Wagner
| University of Kentucky | Undergraduate Degree |
Experiences
Positions held
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1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Oxinas Partners Wealth Management LLC
Oxinas Partners Wealth Management LLC Investment ManagersFinance Oxinas Partners Wealth Management LLC (Oxinas Partners) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Jeffersonville, Indiana. Oxinas Partners was founded in 2018 and offers investment advisory services to individuals, high net worth-individuals, trusts, estates, charitable organizations and retirement plans. | Finance |
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