Our Team

DAN WAGNER, PRESIDENT
wagnerwealth@investmentctr.com

•  Financial Advisor with more than 15 years of extensive knowledge and experience providing financial services to clients and businesses

• Advised some of the world’s largest financial institutions and insurance companies
 
• Ranked among the nation’s top 25 Bank Advisors by Bank Investment Consultant Magazine in 2006
 
• Received numerous awards including Financial Consultant of the Year1, Producer of the Year2, and Managed Money Champion3
 

 

J. SCOTT DAVIS, CFP®, FINANCIAL ADVISOR
jscottdavis@investmentctr.com
 
• Certified Financial Planner™ Professional with 21 years of overall financial services experience
 
• Served as Senior Vice President of Private Banking for Wells Fargo
 
• Worked as a Relationship Manager delivering banking, investment management, credit, trust and estate planning services for Wells Fargo Private Bank in Greenville, South Carolina

 

 

 
JENNIFER OSGOOD, FINANCIAL ADVISOR
josgood@investmentctr.com
 
• Financial Advisor with comprehensive knowledge of financial planning, insurance, investment research and analysis
 
• Diverse background in banking and financial services including more than 8 years of overall experience 
 
• Extensive experience in office management and client services
 
 
 
 
 
1 As voted on by peers and awarded by LPL/UVEST Financial Services for the year 2006.
2 As awarded by LPL/UVEST Financial Services for attaining the highest gross sales among all Registered Representatives for the years 2001-2004.
3 As awarded by LPL/UVEST Financial Services for acquiring the most managed assets among all Registered Representatives for the year 2005.

 

 

 The information contained is for general use and is not intended to cover all aspects of a particular matter. Neither the information presented nor any opnion expressed constitutes a representation by us or a solicitation of the purchase or sale of securities. The opinions stated are that of the author and not that of The Investment Center, Inc. or IC Advisory Services. *The information provided is not written or intended as tax or legal advice and may not be relied upon for purposes of avoiding federal tax penalties. Entities or persons distributing this information are not authorized to give tax or legal advice. Individuals are encouraged to seek advice from their own tax and legal counsel.