Dan Wagner has over 20 years of richly diverse experience in the wealth management field. This expertise, along with his vision and determination, is what helped him forge Wagner Wealth Management. A fully licensed Wealth Advisor, Dan has successfully consulted some of the world’s largest financial institutions and insurance companies, but he never loses sight of the groundwork of his achievement in business: establishing lasting relationships with his clients, colleagues and the surrounding community.
Dan earned his Bachelor of Science in Business Administration with a concentration in accounting and finance from the University of North Carolina Charlotte, and he holds the following professional certifications and licenses: Series 7 (General Securities Representative), Series 63 (Securities Agent State Law Exam), Series 65 (Uniform Investment Adviser Law) as well as the Insurance License (Life, Accident and Health).
Dan’s career began in the Upstate with the largest South Carolina based bank, where he introduced and successfully implemented their first wealth management program. Over the years he has been awarded many titles, including being ranked among the nation’s top 25 Bank Advisors by Bank Investment Consultant Magazine in 2006. He has also been named Financial Consultant of the Year¹, Producer of the Year² and Managed Money Champion³.
Dan holds various leadership roles in the community, including positions with the Carolina International Preparatory School and the Anderson University Board of Visitors as well as a mentor for the Clemson University Football program. A board member for the Western Carolina’s Red Cross, he is also a supporter of the Peace Center, Arizona Children’s Charities and the Greenville Humane Society. Dan lives in Greenville, SC with his wife, Jill, their two children, Trey and Katie, and their two dogs, Jack and Rosie.