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Zach Wagner, Financial Advisor

FINANCIAL ADVISOR
Zach Wagner

CFP®, CFA®, AAMS™
7818 Fairview Road, Charlotte, NC 28226opens in a new window
Client by Referral
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Insurance & Annuities
  • Charitable Giving
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Wealth Strategies

About Zach

I want to help you realize your possibilities. I believe it’s important to invest my time to understand your passions and priorities in order to tailor the most appropriate financial strategy for you and your family. We use an established process to help you reach your goals, and we will partner with you for life.

I began my financial services career in 1994 as a junior stock analyst and worked my way up analyzing income statements, balance sheets and interviewing senior executives at Fortune 500 companies. Since 2010, I have used this background to better serve individual investors and business owners...

Work History

  • Edward JonesAugust 2010 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CFA®

    Chartered Financial Analyst®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Washington UniversityMBA (Masters of Bus Admin)
  • College of CharlestonBachelors

Personal Interests

  • History and Museums
  • Home Improvement
  • Pickleball
  • Sailing
  • Tennis

Team Members

  • Princess Lawrence
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(704) 364-1471

Fax

(877) 335-9499

Office Address

7818 Fairview Road
Charlotte, NC 28226opens in a new window

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