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Wealth Advisor Greenville

Wagner Wealth Management spotlight

Dan Wagner and Wagner Wealth Management were recently highlighted in Elevation Living magazine. Read the full article here: http://www.wagnerwealthmanagement.com/wp-content/uploads/2021/06/Wagner-Wealth-Management-Elevation-Living-June-2021.pdf

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 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 »