John David Wagner, Financial Advisor

FINANCIAL ADVISOR
John David Wagner

CFP®, ChFC®
1026 Mebane Oaks Rd, Mebane, NC 27302opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Business Retirement Plans
  • Charitable Giving
  • Divorce Finances
  • Retirement Income Strategies
  • Insurance & Annuities

About John David

I started my second career at Edward Jones as a financial advisor in 2016, after nearly a decade in the zoological industry. My experience in managing the day-to-day and long-term strategic operations of a non-profit zoo have given me a deeper understanding of what's most important to local business owners, as well as the challenges they can experience through different economic cycles.

I attended North Carolina State University, where I obtained a Bachelor of Science in fisheries and wildlife management, as well as a minor in outdoor leadership.

My practice focuses on a goals-based approach. I start by learning about the things...

Work History

  • Edward JonesAugust 2016 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • ChFC®

    Chartered Financial Consultant®

Education

  • North Carolina State UnivBachelor of Science

Personal Interests

  • Outdoor Enthusiast
  • Fishing
  • Pickleball
  • Hiking
  • Chess

Team Members

  • Laurie Sawyer
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends

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