Mr. Brauley began his career as a Financial Advisor in the Fall of 1988 with Kidder Peabody and has enjoyed spending his entire career with the same firm (Kidder Peabody was acquired by UBS).  Jeff, a lifelong resident of Northern Kentucky, attended Newport Central Catholic, graduated from Duke University and went on to earn his MBA from Xavier University.  Jeff and his wife are blessed with two beautiful children with which they enjoy travel and many local activities.  Jeff is an active coach and volunteer for Newport Central Catholic and their parish, St. Thomas.  His practice consists of individual clients, corporations and non-profits located in 31 states and territories and holds Series 3, 7 and 63 licenses.

Registered States:
AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MO, NC, NH, NM, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WI, WY

Ms. Wagner began her career as a Financial Advisor in 1985 with E.F. Hutton and later joined the UBS predecessor, PaineWebber in 1988.  Patti graduated from Dickinson College in Carlisle, Pennsylvania with a BA in Physiological Psychology.  While originally from Annapolis, Maryland, Patti has called Cincinnati home since 1984.  Patti trains and competes nationally in equestrian sports, enjoys gardening and volunteering at Cincinnati Children's Hospital Medical Center with her therapy dog "Boo".  Her practice consists of individual clients, corporations and non-profits located in 32 different states and territories and holds Series 3, 7 and 63.

Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MO, NC, NH, NJ, NM, NY, OH, OK, PA, RI, SC, TN, TX, UT, VA, VT, WI, WY

Jake joined the team at Brauley/Wagner Wealth Management in March of 2017 after working with UBS in his hometown of Dayton, Ohio for just over three years.  A cum laude graduate of The Ohio State University, he received his B.S. in finance and minor in Italian. He holds his Series 7, 66 and insurance licenses. Jake is a Certified Financial Planner™ professional, the industry standard of excellence for competent and ethical personal financial planning. He works on a personal level with clients to develop and effectively implement and monitor holistic financial plans. Jake is close with his family and friends, and outside of the office he enjoys running, music and snowboarding.

Registered States:
AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MO, NC, NH, NM, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WI, WY

Mr. Dowdell began his career as an administrative assistant at Gradison in 2004. Gary obtained his CERTIFIED FINANCIAL PLANNER™ designation in 2011 and now serves as a Wealth Strategy Associate.  Gary assists clients in the personal financial planning process and is well-versed in effective retirement and income strategies.  Gary holds a B.S. in Finance from Miami University.  Gary is an avid traveler, chef, and enjoys playing golf and basketball.  Gary currently holds the Series 7 and 66 licenses as well as the CFP® designation.

Registered States:
CA, CO, DC, FL, GA, IN, KY, MO, NC, NY, OH, PA, TX

Joyce began her career in the financial services industry in 1989 at Prudential Securities in Las Vegas, NV. She relocated to Kentucky in 1996 and worked for PaineWebber (later acquired by UBS Financial Services).  She has worked with Jeffrey Brauley for all of her 19 years with PaineWebber/UBS Financial Services.  Joyce has her Series 7 and 66 licenses along with life, health, and variable annuity insurance licenses.  Joyce provides administrative support for day-to-day operations.  Joyce enjoys her three Maltese dogs, reading, swimming, and sunshine.

Registered States:
CA, FL, IN, KY, OH

Megan joined Brauley/Wagner Wealth Management in 2019 after working with Ultimus Fund Solutions.  She has been in the industry since 2007 and has spent her entire career focusing on client service and operational efficiency.  She holds her Series 6 license and is working toward obtaining her Series 7 license.  Megan lives in Hidden Valley, Indiana with her husband, daughter, three dogs and three cats.  In her free time she enjoys baking, reading, spending time with family, and expanding her postcard collection.