Conte Wealth Advisors, LLC names Allie Wagner Senior Business Strategist

Conte Wealth Advisors (CWA) is pleased to announce the appointment of Allie Wagner as the new Senior Business Strategist. In this pivotal role, Allie will collaborate closely with the executive leadership team to drive business growth, enhance operational efficiency, and implement strategic initiatives that align with the company's vision.

Allie brings a wealth of experience and a proven track record in strategic planning, financial management, and operational oversight. Her expertise in developing and executing long-term strategies, coupled with her strong leadership and analytical skills, will be instrumental in shaping the future direction of CWA.

"We are thrilled to welcome Allie Wagner to our team," said Anthony (Tony) Conte, Managing Partner of Conte Wealth Advisors. "Her strategic insights and commitment to excellence make her the perfect fit for this role. We are confident that Allie will play a key role in driving our growth and success."

In her new role, Allie Wagner will collaborate with the managing partners to develop and execute long-term strategies, translating these strategies into actionable plans across all departments. She will provide leadership and direction to ensure operations align with strategic objectives, develop financial strategies, forecasts, and budgets, and oversee financial reporting, risk management, and cost-benefit analysis. Additionally, Allie will manage the day-to-day operational aspects of the company, driving aggressive and successful company growth through the implementation of new technologies and participation in expansion activities such as investments and corporate alliances.

Allie Wagner is a dynamic professional with a diverse background and rich experience in finance, technology, and executive support. She has contributed her talents to renowned firms such as West Shore Home, Duck Donuts, and Wells Fargo. Allie holds a Bachelor of Science in Kinesiology and Exercise Science from Eastern University and has over ten years of experience in driving firm initiatives and operations strategy. Her dedication to professional growth and her ability to inspire others align perfectly with CWA's guiding principles of integrity, flexibility, commitment, and kindness.

ABOUT CONTE WEALTH ADVISORS

Founded in 2006, Conte Wealth Advisors, LLC is a full-service, independent financial services firm that provides innovative, comprehensive planning, wealth management and retirement planning services. With over 150 years of collective industry experience, Conte Wealth Advisors, LLC aims to provide personalized guidance and support in helping individuals achieve what matters most to them. Conte Wealth Advisors is a ten-time Harrisburg MagazineSimply the Best Readers’ Choice winner. 

Conte Wealth Advisors, LLC has offices located in Camp Hill, Hershey, Harleysville, York, and Fort Myers. Conte Wealth Advisors, LLC has advisors in Pennsylvania, Maryland, New York, Florida, Michigan, New Hampshire, and Indiana. To learn more about Conte Wealth Advisors, call (717) 975-8800, or visit ConteWealth.com. Connect with them on Facebook and LinkedIn.