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Wagner Wealth Management adds Director of Client Services

GREENVILLE, S.C. — Wagner Wealth Management has added Allison Holland as the firm’s Director of Client Services. Holland holds the Series 7, Series 63, and Series 9/10 Securities Licenses and is a Clemson University graduate. She has worked in the finance industry since 2009 and has prior experience in banking and event planning.  Outside of… Read more »

Wagner Wealth Management adds financial assistant

GREENVILLE, S.C. –  Wagner Wealth Management has added Mimi Edwards as the firm’s newest financial administrative assistant. Edwards comes to Wagner Wealth from BNC Wealth Services.  In 2016, she received her Insurance License for life and health and passed the FINRA Series 7 and 66 exams. Edwards earned her bachelor’s degree in business and marketing… Read more »

Wagner Wealth Management signs with Triad

GREENVILLE, S.C. – Wagner Wealth Management has signed a deal for Triad Advisors, a subsidiary of Ladenburg Thalmann Financial Services, to serve as its independent broker dealer. Wagner Wealth Management, which has $260 million in assets under advisement as a registered investment adviser (RIA), chose Triad to support its growth plans, said Dan Wagner, the… Read more »

Herman joins Wagner Wealth Management

GREENVILLE, S.C. – Jeff Herman has recently joined Wagner Wealth Management as an Equity Partner. Herman has more than 25 years of experience in the financial services industry, holding positions of client advisor, sales representative, sales manager and chief distribution officer for various firms including Dreyfus Investments and AXA-Equitable Life Insurance. His most recent position… Read more »

Wagner Wealth Management to open Seneca Office

GREENVILLE, S.C. – Wagner Wealth Management will open its third office in Seneca this week – further expanding the reach of this Upstate firm. “This new office will allow us to better serve our existing clients and build new relationships too,” said Dan Wagner, president of Wagner Wealth. “We are here to help you plan… Read more »

Wagner Wealth Management grows with clients

A characteristic that Jill Wagner has long admired in her husband, Dan, is his ability to make things work. Sitting in the den of their Stonebrook Farm home, she recalled a time when they were both students at the University of North Carolina in Charlotte and Dan was unsure if he’d be able to pay… Read more »