Wagner Wealth Management adds Director of Client Services
July 20, 2016
Wagner Wealth Management has added Allison Holland as the firm’s Director of Client Services.
Holland holds the Series 7, Series 63, and Series 9/10 Securities Licenses and is a Clemson University graduate. She has worked in the finance industry since 2009 and has prior experience in banking and event planning. Outside of work, Holland serves as a volunteer fundraiser for the March of Dimes.
Holland will be based in the Greenville office of Wagner Wealth Management located at Verdae.
“Allison is going to be an invaluable member of our team,” said Dan Wagner, the firm’s president.
About Wagner Wealth Management
Wagner Wealth Management specializes in helping individuals and companies reach their personal and professional goals. Wagner Wealth Management currently overseas more than $260 million in total client assets; their experience is diverse, exceptional and ready to work. The firm has offices in Anderson, Greenville and Seneca. Learn more at www.wagnerwealthmanagement.com.
Securities offered through Triad Advisors, Member FINRA/SIPC. Advisory Services provided through Wealth Management Advisors, LLC, A Registered Investment Advisor. Wealth Management Advisors is not affiliated with Triad Advisors.
