Mimi Edwards, CRPC®
Office: 8642364706
Email: mimi@wwmadvisors.com
Mimi has been an integral part of Wagner Wealth Management since 2017. Starting as a licensed administrative assistant, over the years Mimi has also assumed such roles as the firm’s primary trader, wealth advisor, and overseeing day-to-day operations and client services. Mimi’s vast experience and versatility led to her current position as Chief Operating Officer.
Mimi plays a key leadership role in overseeing the firm’s compliance department while also focusing on estate planning and tax analysis for high-net-worth and ultra-high-net-worth clients. Working closely with industry partners, she helps coordinate sophisticated strategies designed to address complex financial needs with precision and care.
Mimi earned a Bachelor of Science in Business Administration with an emphasis in Marketing from the University of South Carolina, as well as a Master of Arts in Middle-Level Teaching from Clemson University. She also holds her Series 7 and 66 licenses and the Chartered Retirement Planning Counselor℠ designation.
Known for her thoughtful leadership and ability to navigate complexity, Mimi brings both strategic insight and a practical approach to every client relationship.
Outside the office, she enjoys cooking and spending meaningful time with family and friends. She and her husband Jay are car enthusiasts, but also enjoy taking long walks together.
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