Sara joined the Wagner Wealth Management team in 2020. 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 most enjoys getting to know and assist all the clients in whatever way possible. Prior to joining the Wagner Wealth Management team, Sara’s professional experiences include various administrative and operations roles including with a wealth management firm. She spent over a decade working as a college administrator prior to transitioning into the financial services industry. She was drawn to working in financial services because she finds she can develop relationships and help people while also being able to complete some “behind the scenes” operations work. She has obtained her South Carolina Life Accident & Health Insurance License. Outside of work, Sara is an active member and volunteer with the Junior League of Greenville. She also enjoys exploring hiking trails throughout the Upstate with her husband.
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