I want to help people realize their possibilities. I believe it’s important to invest my time to understand your passions and priorities in order to customize 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 in the Charlotte community and throughout the country.
I graduated from the College of Charleston with a B.S. in economics (magna cum laude) and from Washington University in St. Louis with an MBA. To better serve our clients, I also hold the CFA® and AAMS® designations.
My wife, Kate, and I have lived in Charlotte since 2006 and have two children. In our free time, we enjoy tennis, boating and visiting family spread around the country.
My branch office administrator, Marietta Quattlebaum, and I strive every day to provide highly personalized service. Give us a call and let us show you how we can make a difference!
- Retirement Savings Strategies
- Insurance & Annuities
- College Savings
- Business Retirement Plans
- Charitable Giving
- Estate & Legacy Strategies
My Personal Interests
- History and Museums
- Home Improvement
Office Address7818 Fairview Road
Charlotte, NC 28226 opens in a new window
Phone NumberZach Wagner at (704) 364-1471
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