Dawn M. Wagner

Dawn Wagner serves as the Client Services Manager for Seneca Financial Advisors.  Dawn joined Seneca Financial Advisors after working at Nixon Peabody LLC for six years.  Mrs. Wagner is primarily responsible for delivering outstanding service to our clients. This includes assisting clients with opening and transferring accounts, retirement plan rollovers, and ongoing account maintenance.  Mrs. Wagner has a high level of client communication and handles a variety of time-sensitive client issues. 

Certification:
Certificate of Secretarial Sciences from McCarthy's Business Institute