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 that are most important to my clients. From there, I partner with my clients to build customized strategies to help them efficiently achieve their goals.
My goal is to strengthen Mebane, and the surrounding communities, through engagement in organizations that directly impact local individuals and businesses. I am a member of the Alamance County Chamber of Commerce, as well as the Mebane Business association, and I am a graduate of the Leadership Alamance program. I currently serve on the board of directors for the Exchange Club's Family Center of the Central Piedmont.
I grew up in western North Carolina and my first career brought me to the Mebane area. When I am not at work, I enjoy hunting and fishing, spending time outdoors, hiking, golfing and, while indoors, playing chess.
My branch office administrator, Laurie Sawyer, and I are dedicated to knowing as much as we can about our clients' financial lives, and we strive to provide the highest level of customer service while doing so.
Laurie grew up in Mahwah, NJ and moved to North Carolina to attend school. Before joining Edward Jones, she worked extensively in the long-term care industry. She and her husband, Scott, live in Mebane with their two sons. She enjoys spending her time watching her sons' soccer games and swim meets, practicing yoga, reading, gardening and traveling.
- Wealth Strategies
- Business Retirement Plans
- Charitable Giving
- Divorce Finances
- Retirement Income Strategies
- Insurance & Annuities
My Personal Interests
- Outdoor Enthusiast
Office Address1026 Mebane Oaks Rd
Mebane, NC 27302 opens in a new window
Phone NumberJohn David Wagner at (919) 568-9728
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