“An investment in knowledge pays the best interest.” – Benjamin Franklin

News

Hayden Turlington

Hayden Turlington was born and raised in Greenville, SC. A Paladin for life, she attended Furman University where she majored in music while on the pre-med track. After deciding that medicine was not the right fit for her, Hayden knew she wanted a career in which she could still help people solve problems and meet… Read more »

Sara Stuart

Sara is the newest member of the Wagner Wealth Management team. If you call or visit our Greenville office, she is the first person you will reach and provides support to our advisors. In her role, she looks forward to getting to know and assist all the clients in whatever way possible. Prior to joining… Read more »

Mimi Edwards

In 2015, after homeschooling for six years and teaching middle school for two, Mimi started a new career in the financial industry. Since joining the industry, Mimi has obtained her Life and Health Insurance license, Series 7 and 66 licenses, as well as, her Chartered Retirement Planning Counselor ℠ designation. Along with learning everything she… Read more »

J. Scott Davis

Scott Davis has over twenty-one years of financial management experience. A CERTIFIED FINANCIAL PLANNER™ Professional and licensed Financial Advisor, his knowledge, experience and focused commitment provide tangible value to clients within a variety of industry sectors. Scott has been an integral part of several national investment banks, which gives him a distinctly refined perspective on… Read more »

Jennifer Osgood

With sixteen years of overall experience in banking and financial services, Jennifer Osgood is an invaluable asset to the Wagner Wealth Management team. A licensed Financial Advisor, she has a comprehensive knowledge of financial planning, insurance, retirement plans and investment research due to her diverse background in the field.

Jeff Herman

Jeff Herman has over 25 years of experience in the Financial Services industry holding various positions ranging from licensed Financial Advisor to Executive Officer.  This experience includes working for two Institutional Money Management firms.  Prior to joining the Wagner team his most recent positions were located in Tokyo and New York where he helped build… Read more »

Dan Wagner

Dan Wagner has over twenty years of richly diverse experience in the wealth management field. His extensive career, along with his vision and determination, is what helped him forge Wagner Wealth Management. As a licensed Financial Advisor, Dan has successfully guided some of the world’s largest financial institutions and insurance companies, but he never loses sight… Read more »