Partner, Private Wealth Advisor,
Director of Planning & Operations
Melissa Wagner is one of the partners at Legacy Wealth Partners, LLC.
Practicing in financial services since 2005, Melissa delivers comprehensive financial planning and wealth management to individuals and business owners. Her varied expertise goes beyond investment management to encompass retirement planning, tax and estate planning, risk management, gifting and education planning.
For the firm, Melissa is the Director of Planning and Operations and keeps the Legacy Wealth Partners service team and operations running smoothly and efficiently. She led the development of a comprehensive wealth management process which provides structure and transparency for clients from their initial meetings throughout the implementation of recommendations.
Melissa is a Retirement Income Certified Professional®. She holds her FINRA Series 7 (General Securities) & Series 66 (Uniformed Combined State Law) and is licensed in Life, Accident, Health and Disability. Melissa earned her bachelor’s degree in business administration from the University of Northern Colorado.
Melissa lives in Morrison, Colorado with her husband Andy and son Landon. Together they enjoy traveling the states, golfing when the weather is nice and generally spending time outdoors with family and friends.