Stephen Wagner works at Moneta on the Heffernan Team on a wide range of topics to help lead clients to financial success as their trusted advocate.
Stephen joined Moneta Group as an intern in 2012 and full time after graduating from Washington University in St. Louis the following year. Stephen has since earned the CERTIFIED FINANCIAL PLANNERTM certification.
Today, Stephen endeavors to develop close and lasting relationships with clients and their families by helping them understand their unique financial situations, develop a plan, and achieve their personal goals in life.
Outside the office, Stephen enjoys being active in his native St. Louis community, though he is unable to answer the “St. Louis question” as he attended high school in Europe, graduating from the International School of Luxembourg with an International Baccalaureate Diploma. In his free time, he enjoys spending time with friends and family.
- CERTIFIED FINANCIAL PLANNERTM