Edward Jones - Financial Advisor: Lisa M. Wagner, RICP, CRPC, AAMS

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Edward Jones - Financial Advisor: Lisa M. Wagner, RICP, CRPC, AAMS Offering financial advice and planning for busy professionals, business owners, and families who want more clarity and less financial overwhelm.

I have earned the RICP®, CRPC™ and AAMS® designations. I help business owners, professionals, and retirees simplify financial decisions that help them stay organized and on track. Many people are doing well professionally, but still feel overwhelmed trying to manage all the moving financial pieces like retirement planning, investments, taxes, insurance, college planning, etc. My approach focuses on clear communication, practical strategies, accountability, and creating a judgment-free environment where clients can make steady progress with confidence.

I can help you explore key considerations that come with executive compensation and complex wealth. Let’s find time to t...
11/01/2026

I can help you explore key considerations that come with executive compensation and complex wealth. Let’s find time to talk through your options.

Trick or treat! Wishing everyone a safe and spooktacular Halloween.
10/31/2026

Trick or treat! Wishing everyone a safe and spooktacular Halloween.

Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That'...
10/30/2026

Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That's why I'm proud to share that Edward Jones offers eligible U.S. clients complimentary access to Carefull®, a service designed to help monitor financial activity, identify potential warning signs and provide alerts that can help detect fraud before it happens.

Reach out to get started or click this link to learn more about Carefull: https://bit.ly/4swIEgd

Your business may be one of your greatest assets. I can help you explore strategies for transitioning your business and ...
10/30/2026

Your business may be one of your greatest assets. I can help you explore strategies for transitioning your business and planning for your financial future. Let’s connect.

Higher interest rates have created new challenges for investors, but they may also be creating new opportunities. As bon...
10/27/2026

Higher interest rates have created new challenges for investors, but they may also be creating new opportunities. As bond yields reach levels not seen in decades, it may be time to take a fresh look at the role bonds can play in generating income, managing risk and supporting long-term goals.

Learn more in our October Monthly Portfolio Brief: https://bit.ly/4exEsXA

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing quest...
10/26/2026

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing questions around the sustainability of AI-driven investment.

James McCann, Senior Economist, explores how these trends are influencing markets, what's supporting the economic outlook, and what investors should keep in focus in the latest Weekly Market Wrap.

https://bit.ly/4zM8dvS


A summary of last week's market highlights and economic news.

10/26/2026

As someone who works closely with families, I know just how deeply caregiving can impact your time, your wellbeing and your vision and plans for your future. Our new Financial Impact of Caregiving Report, highlights what caregivers are experiencing and the support that can make a meaningful difference.

Hear what caregivers are saying: https://bit.ly/3UhcBUO



Source: Edward Jones and Harris Poll, in partnership with Age Wave, 2026.

From equity awards to diversification, I can help you make the most of your executive compensation strategy. Send me a m...
10/25/2026

From equity awards to diversification, I can help you make the most of your executive compensation strategy. Send me a message to schedule a consultation.

Leaving a business you’ve built is a major financial and personal decision. I can help you plan for the transition and c...
10/23/2026

Leaving a business you’ve built is a major financial and personal decision. I can help you plan for the transition and create a strategy aligned with your future goals. Reach out to my team to start the conversation.

For many people, a workplace retirement plan is where their investing journey begins. That's why we're continuing to inv...
10/22/2026

For many people, a workplace retirement plan is where their investing journey begins. That's why we're continuing to invest in workplace retirement solutions that help financial advisors support business owners and employees as they work toward greater financial fulfillment. Learn more: https://bit.ly/3TQVl8L

With new retirement plan management solution, Edward Jones will equip financial advisors to best serve business owners and their employees.

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1501 Alexandria Pike
Fort Thomas, KY
41075

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+18598148428

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