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 prior to joining Wagner Wealth Management was as Executive Officer for AXA Life Japan. While in Japan he created and managed a distribution organization to support the investment products offered by AXA.
In his new role, Herman will focus on several strategic growth initiatives for the expansion of Wagner Wealth Management, including succession and business continuity planning for financial advisors looking to transition their business.
“Jeff brings a wealth of experience to our firm and our clients,” said Dan Wagner, president of Wagner Wealth. “We look forward to Jeff helping us grow in the Greenville, Anderson and Seneca markets.”