Experience

Makes all the difference

At The Wagner Abrams Group, our mission is to build long-term relationships with our clients based on trust and a shared commitment to their goals in life. Working in a consultative fashion, we draw upon the combined strengths of our team and the vast resources of our Firm to provide comprehensive wealth management services.We seek to provide our clients with an outstanding experience in every phase of our relationship. Our goal is to be trusted financial professionals for our clients as we work together to pursue their dreams.

Richard Abrams

Managing Director–Wealth Management

California Insurance License Number - 0A00997

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • IL
  • IN
  • KS
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MS
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV
  • WY

Recognized as an industry leader:

  • Barron's Top 1,000 Financial Advisors, 2010, 2012The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2020, 2021, 2022, 2023
    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Forbes America's Top Wealth Advisors, 2017, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Tufts University, Bachelor's of Science, Mechanical Engineering

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Legacy planning
Asset allocation
Multi-generational families
Professionals
Financial Services professionals
Corporate executives
299 Park Avenue
New York, NY 10171

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Eric Wagner, CRPS

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • IL
  • IN
  • KS
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MS
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • SD
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV
  • WY

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Penn State, Bachelor's of Arts, Pre-Law Studies
  • Brooklyn Law School, Doctor of Law

Credentials

  • Chartered Retirement Plans Specialist℠
  • Retirement Plan Consultant

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Retirement planning
Asset allocation
Multi-generational families
299 Park Avenue
New York, NY 10171

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Donna Martorelli

Senior Wealth Strategy Associate

Registered States:
  • CA
  • CO
  • CT
  • DC
  • FL
  • IL
  • MA
  • MD
  • ME
  • NC
  • NJ
  • NY
  • PA
  • SC
  • TX
  • VA

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Banking
Lending services
Securities-backed lending
299 Park Avenue
New York, NY 10171

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Eric Vishnevetsky

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER™

Registered States:
  • CA
  • CO
  • CT
  • DC
  • FL
  • IL
  • MA
  • MD
  • ME
  • NC
  • NJ
  • NY
  • PA
  • SC
  • TX
  • VA

Education

  • Penn State, Bachelor's of Science, Finance

Credentials

  • CERTIFIED FINANCIAL PLANNER™

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Asset allocation
Multi-generational families
299 Park Avenue
New York, NY 10171

Email Me

Jena-Grace Kole

Associate Director

Senior Wealth Strategy Associate

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • MA
  • MD
  • ME
  • MI
  • MS
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • PA
  • RI
  • SC
  • TX
  • UT
  • VA
  • VT
  • WA

Education

  • Iona College, Master's of Business Administration, Financial Management
  • Manhattan College, Bachelor's of Science, Finance
299 Park Avenue
New York, NY 10171

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Thomas Healey

Client Associate

Registered States:
  • NY

Education

  • Fordham University
299 Park Avenue
New York, NY 10171

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