Alice Wagener

Client Relationship Associate
Alice.Wagener@stephenswmg.com

Alice joined Stephens Wealth Management Group in 2010. She is a Client Relationship Associate, working closely with clients in Michigan, Florida, and across the United States. Alice has been in the financial industry for over two decades, including 10 years of service at Robert W. Baird & Company, 2 years at Morgan Stanley, and currently 14 years at Stephens Wealth Management Group. Earlier in her career she was a Medical Billing Specialist for a local OB-GYN practice and also a Family Medicine practice. She has always enjoyed working with people and developing close relationships with them through business and personal experiences.

Service & Leadership

  • Taught first grade Catechism at St. Pius X Church, Flint (2009-2016)
  • Volunteered at various religious functions at St. Pius X Church, Flint
  • Volunteered at The Greater Food Bank of Easter Michigan
  • Volunteered at The North End Soup Kitchen of Flint
  • Volunteered at various school functions at Swartz Creek Community Schools
Alice Wagener Client Relationship Associate

Alice's Money Story

“I grew up in a middle-class family where my father served in the Vietnam War and then worked full-time at AC Spark Plug in Flint, MI. My mother worked as a registered nurse at Hurley Hospital and then with Northwestern Mutual Life Insurance as a nurse completing para-med exams for people applying for life insurance. They both worked very hard in their careers, and I knew from a very young age that my parents wanted to ensure a good upbringing for me and my older brother and that college was in cards for both of us. They taught us how to save money in a savings account and to spend wisely, basically only when it was a “need” and not a “want”. Fast forward a few years and now my husband and I are living those same values and helping to instill them in our daughter, Abigail, who is currently attending Oakland University in Auburn Hill, MI. She is studying to become a pediatrician and also engaged to be married in October 2024. She has worked a summer job for the past three years and used some of that money for school and saved some for her future. We are extremely proud of her and can’t wait to see her succeed in life.”

 

Alice Wagener

Education

Associates of Business, Baker College, Flint, MI

Outside of the Office

In the summertime, Alice can be found traveling with her husband, Bob, and their dog, Angel, to their cabin in Oscoda, MI. While there, Alice likes to take long walks, spend time at the beach relaxing and reading, and shop at local antique stores and boutiques. She resides with her family in Swartz Creek, MI and her parents are close by in Flushing, MI where she graduated in the Class of 1989 with a great group of friends that she’s still close with today.

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