Steven Wagner
CO-FOUNDER, CHIEF EXECUTIVE OFFICER
(305) 602-9082
SWagner@OmniaWealth.com
Steven is Co-Founder and Chief Executive Officer of Omnia Family Wealth. With more than 35 years of experience and investment insight, Steven guides individuals, families and private foundations through the strategic process of identifying their goals, investment profile and ultimate wealth management plan. He draws on deep analytical acumen and a nuanced grasp of the markets to support the firm’s investment strategies. Before co-founding Omnia Family Wealth, Steven was a Managing Director at Merrill Lynch’s Private Banking and Investment Group. Prior to Merrill Lynch, he was a Managing Director at UBS Private Wealth Management. In recognition of his accomplishments, Steven was honored as one of Barron’s prestigious “Top 1,200 Financial Advisors”1 in 2014 and 2015. The magazine also acknowledged him in its annual state-by-state ranking of the “Top 1,000 Financial Advisors in America”2 in 2011, 2012, and 2013.
Long active in his community, Steven currently serves on both the boards and investment committees of the Greater Miami Jewish Federation. He has also served on the boards and investment committees of the Miami Jewish Home and Hospital for the Aged, and the Make-A-Wish Foundation of South Florida. Steven and his wife Darlene live in Aventura, Florida; they enjoy spending time with their four children and three grandchildren.
1 Barron’s magazine, February 2014 and 2015, Top 1,200 Advisors List. Advisors considered for the “America’s Top 1,200 Advisors – State by State” ranking have a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the Advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records and community involvement, among others. Barron’s does not receive compensation from Advisor, participating firms and their affiliates or the media in exchange for rankings. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.
2 Barron’s magazine, February, 2013, 2012; 2011, Top 1,000 Advisors list. Advisors considered for the “America’s Top 1,000 Advisors: State-by-State” ranking have a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the Advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records and community involvement, among others. Barron’s does not receive compensation from Advisors, participating firms and their affiliates, or the media in exchange for rankings. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.
