As the Office Manager and Administrative Staff Supervisor, Allison’s goal is to make every clients experience with the team comfortable yet professional through her attention to detail and careful organization. Her personal interest in finance is what motivated her to join the industry in 2009. Since joining the industry, she has obtained her Series 7, Series 63, Series 65, and Series 9/10 Securities Licenses, SC Life Accident & Health Insurance License, as well as the Accredited Asset Management SpecialistSM designation. Allison brings a diverse set of skills to the team at Wagner Wealth Management with her prior experience in both the banking industry and event planning fields. Allison earned her Bachelor of Science from Clemson University and in her free time, she enjoys spending time with her husband and three beautiful daughters. Allison loves working with our clients and feels blessed to serve in this industry alongside such a wonderful team.
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