Join 250,000+
professionals today
Add Insights to your inbox - get the latest
professional news for free.
Dean Dorton Adds Amy Wagner to Private Wealth Advisory Team
Join our 250K+ subscribers
Join our 250K+ subscribers
Subscribe27 MAY 2025 / PEOPLE UPDATES
-1748526338.webp)
Lexington-based accounting and advisory firm Dean Dorton has added Amy Wagner as a wealth advisor to its private wealth team. Known for her work in the Greater Cincinnati area, including hosting a financial advice radio show, Wagner will deliver bespoke investment management and tax planning strategies for high-net-worth clients.
Dean Dorton, a Lexington, Kentucky-based accounting and advisory firm, has announced the addition of Amy Wagner as a wealth advisor within its growing private wealth team. With FY2023 net revenue of $63.9 million, the firm continues to invest in experienc...
Until next time…
Don’t forget to share this story on LinkedIn, X and Facebook
Subscribe now for $199 and get unlimited access to MYCPE ONE, from CPE credits to insights Magazine
📢MYCPE ONE Insights has a newsletter on LinkedIn as well! If you want the sharpest analysis of all accounting and finance news without the jargon, Insights is the place to be! Click Here to Join
The Only All-in-One CPE & Learning Platform for CPA & Accounting Firms
Get everything you need for team learning and CPE compliance-starting at just $199 per user/year!
You’ve reached the 3 free-content piece limit. Unlock unlimited access to all News & CPE resources.
Subscribe Today.
Already have an account?
Sign In
