Wagner Wealth Management

Description

Address: 3 Baldwin Green Common, Woburn, MA 01801 Phone: (781) 935-7111: Category: : Place name: Website: : Hours: : : : Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Add website Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Lucas Wagner Associates Wealth Management Posting publicly on the Web Write a review Reviews Be the first to review

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Wagner Wealth Management Employees

Employee
Years
Job
Industry
Troy Morris Troy Morris Richmond, Virginia Area Details
Troy Morris's Wagner Wealth Management Experience May 2010 - December 2010
Job Workday Financials Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte  July 2015 - Present
Sierra-Cedar  February 2014 - July 2015
Capgemini  October 2011 - November 2013
Goodrich  June 2011 - October 2011
Wagner Wealth Management   May 2010 - December 2010

Skills
Six Sigma, SAP, Data Analysis, Logistics, Visual Basic, Project Management, Warehousing, Team Leadership, Root Cause Analysis, Workshop Facilitation, Intactix by JDA Space..., Access, SharePoint, Visio, Workday, Process Improvement, Software Documentation, Management

Education
Clemson University - College of Business and Behavioral Science   2006 — 2011
Bachelor of Science, Management- Operations and Supply Chain

Austin Lewis Austin Lewis Greater Denver Area Details
Austin Lewis's Wagner Wealth Management Experience March 2006 - January 2010
Job President, Lewis Wealth Management, LLC
Industry Financial Services
Experience
Lewis Wealth Management, LLC   January 2010 - Present
Wagner Wealth Management   March 2006 - January 2010
Qwest Communications  March 2004 - March 2006
Graphic Packaging International  March 2002 - March 2004
Qwest Communications  September 2000 - March 2002
Craigie McCarthy & Clow   March 1995 - September 2000
Gordon & Rees LLP  1992 - 1995

Skills
Wealth Management, Investments, Strategic Financial..., Financial Services, Risk Management

Education
Marquette University Law School   1989 — 1992
J.D., Law

San Francisco State University, College of Business   1987 — 1989
M.B.A., Finance

University of Colorado Boulder - Leeds School of Business   1982 — 1986
B.S., Finance

Julie Goodrum Julie Goodrum Greater Denver Area Details
Julie Goodrum's Wagner Wealth Management Experience 2011 - Present
Job Director of Operations at Wagner Wealth Management
Industry Financial Services
Experience
Wagner Wealth Management   2011 - Present
Goodrum Consulting LLC   2003 - 2011
Cambiar Investors  1996 - 2003
Merrill Lynch  1991 - 1996

Education
University of Colorado   1992 — 1994
MS, Marketing

Arizona State University   1987 — 1990
BS, Finance

Jennifer Osgood Jennifer Osgood Greenville, South Carolina Area Details
Jennifer Osgood's Wagner Wealth Management Experience January 2007 - Present
Job Financial Advisor at Wagner Wealth Management
Industry Financial Services
Experience
Wagner Wealth Management   January 2007 - Present

Skills
Customer Service, Management, Financial Analysis, Leadership, Financial Planning, Estate Planning, Tax Planning, Investments, Alternative Investments, Investment Advisory, Life Insurance, Retirement Plan..., Marketing Strategy, Project Management, Insurance, Process Improvement, Public Speaking

Education
Clemson University
Bachelor's Degree, Finance and Financial Management Services

Gary Wagner Gary Wagner Greater Denver Area Details
Gary Wagner's Wagner Wealth Management Experience January 2002 - Present
Job Principal at Wagner Wealth Management
Industry Financial Services
Experience
Wagner Wealth Management   January 2002 - Present
Qwest  1998 - 2001

Education
University of Pennsylvania - The Wharton School
B.S., Finance

Duke University School of Law
J.D.

Jeff Herman Jeff Herman Greenville, South Carolina Details
Jeff Herman's Wagner Wealth Management Experience October 2013 - Present
Job Wealth Management | Real Estate Investment | Angel Investor
Industry Financial Services
Experience
Wagner Wealth Management   October 2013 - Present
H&H Real Estate LLC   April 2009 - Present
AXA-Equitable  July 2011 - January 2012
AXA Life Japan   May 2007 - July 2011
AXA Life Japan   January 2006 - May 2007
AXA Distributors  January 2004 - January 2006
AXA Distributors  July 2001 - January 2004
Dreyfus  August 1994 - July 2001

Education
East Carolina University   1984 — 1988
BA, Communications

Hibriten High School

J Scott Davis, CFP® J Scott Davis, CFP® Greenville, South Carolina Details
J Scott Davis, CFP®'s Wagner Wealth Management Experience April 2011 - Present
Job Financial Advisor at Wagner Wealth Management
Industry Financial Services
Experience
Wagner Wealth Management   April 2011 - Present
Wells Fargo  March 1996 - April 2011

Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Investment Advisory, Mutual Funds, Asset Allocation, Series 63, Investment Strategies, Financial Advisory, Investments, Estate Planning, Securities, IRAs, Wealth, Asset Management, Finance

Education
Clemson University   1986 — 1990
Bachelor's degree, Accounting and Finance

Brittany (Moss) Hailey Brittany (Moss) Hailey Greater Denver Area Details
Brittany (Moss) Hailey's Wagner Wealth Management Experience February 2010 - December 2012
Job Program Manager at Colorado Small Business Development Center
Industry Marketing and Advertising
Experience
Colorado Small Business Development Center   April 2015 - Present
Grosvenor Financial Services Group   April 2013 - February 2014
Hope Connects   November 2011 - September 2013
Wagner Wealth Management   February 2010 - December 2012
Mossbooth Wealth Advisors   May 2009 - January 2010
RMG Networks  March 2009 - June 2009
VERGO Interactive  January 2009 - June 2009
Safe Haven for Animals   August 2007 - April 2009
The Scottsdale Tribune   August 2007 - December 2007

Skills
Writing, Problem Solving, Final Cut Pro, Back Office, Web Content Management, Social Media, Editing, Microsoft Office, Research, Excel, PowerPoint, Content Management, New Business Development, Event Management, Film Production, Microsoft Excel, Event Planning, Leadership, Marketing Strategy, SEO, Marketing, Entrepreneurship, CRM, Corporate Communications, Public Speaking, Start-ups

Education
Arizona State University   2004 — 2008
Journalism & Mass Communications, Print Journalism

The University of Arizona   2004 — 2005

Anna Waller Anna Waller Austin, Texas Area Details
Anna Waller's Wagner Wealth Management Experience May 2008 - August 2009
Job Coordinator of Financial Affairs at International Studies Abroad (ISA)
Industry Higher Education
Experience
International Studies Abroad (ISA)   July 2015 - Present
College Forward  August 2014 - July 2015
CIEE  October 2012 - October 2013
Anderson Radiology Diagnostic   October 2011 - September 2012
Village at Sandhill   May 2011 - September 2011
Wagner Wealth Management   May 2008 - August 2009

Skills
Social Media, Nonprofits, Press Releases, Marketing, Communication, Event Planning, Public Speaking, Editing, Adobe Creative Suite, Teaching English as a..., Curriculum Development, Fundraising, Prezi, Salesforce.com, Google Drive

Education
MOORE SCHOOL OF BUSINESS, University of South Carolina   2007 — 2011
Bachelor of Science, Business Administration; Marketing and Human Resource Management

University of South Carolina-Columbia   2007 — 2011
Business, Marketing, Management

John Cabot University   2010 — 2010

Amy Hassler Amy Hassler Greater Denver Area Details
Amy Hassler's Wagner Wealth Management Experience September 2007 - September 2009
Job Portfolio Accountant at Marsico Capital Management
Industry Financial Services
Experience
Marsico Capital Management  November 2010 - Present
Chatham Financial  September 2009 - October 2010
Wagner Wealth Management   September 2007 - September 2009
Starbucks Coffee Company  June 2003 - August 2007

Skills
Business Analysis, Leadership, Market Research, Time Management, Sales

Education
Montclair State University   2000 — 2005

Elaine Eisner Elaine Eisner Cleveland/Akron, Ohio Area Details
Elaine Eisner's Wagner Wealth Management Experience March 2004 - March 2006
Job Principal Eisner Gohn Group
Industry Insurance
Experience
Cleveland Metropolitan Bar Association  June 2010 - Present
Eisner Gohn Group   December 2007 - Present
Wagner Wealth Management   March 2004 - March 2006
Portus Real Estate Private Equity Fund   2003 - 2005

Skills
Insurance, Mediation, Estate Planning, Litigation, Investments, Civil Litigation

Education
Cleveland State University - Cleveland-Marshall College of Law   1989 — 1992
JD, Estate Planning

University of Colorado Boulder   1985 — 1989
BS, Political Science

Hawken

Lauren Loftis Lauren Loftis Greenville, South Carolina Area Details
Lauren Loftis's Wagner Wealth Management Experience September 2008 - Present
Job Financial Planner at Wagner Wealth Management
Industry Financial Services
Experience
Wagner Wealth Management   September 2008 - Present

Education
Anderson University   1997 — 1999

Collin Schmidt Collin Schmidt Greater Denver Area Details
Collin Schmidt's Wagner Wealth Management Experience May 2008 - September 2008
Job Wagner Wealth Management
Industry Financial Services
Experience
Schmidt & Associates   July 2009 - December 2010
Wagner Wealth Management   May 2008 - September 2008
Merrill Lynch  May 2006 - August 2006
IBG Business Services  May 2005 - June 2005

Skills
Financial Analysis, Financial Modeling

Education
Miami University   2005 — 2009
Finance, Entrepreneurship

Anna Waller Anna Waller Columbia, South Carolina Area Details
Anna Waller's Wagner Wealth Management Experience May 2007 - August 2008
Job Student at University of South CarolinaColumbia
Industry Marketing and Advertising
Experience
Wagner Wealth Management   May 2007 - August 2008
Propp Drugs   August 2005 - May 2007

Education
University of South Carolina-Columbia   2007 — 2011

University of South Carolina
Business, Marketing