Wagner Wealth Management names Jennifer Osgood President
October 3, 2023
Wagner Wealth Management, one of the region’s leading wealth management firms, has named Jennifer Osgood as President and Equity Partner.
Dan Wagner, the firm’s founder, continues in his role as CEO and Managing Partner of the firm he founded in 2007. Wagner Wealth Management specializes in helping individuals and companies reach their personal and professional goals and oversees more than $500 million in total client assets.
Osgood, a Clemson University graduate, is a licensed Wealth Advisor with over 20 years of experience in banking and financial services. She was instrumental in the founding of Wagner Wealth Management in 2007. For the past 10 years, Osgood has served as managing/equity partner in the firm. In addition to overseeing the management and operations of the firm, Osgood provides financial planning and investment advisory services to individuals and business owners with complex needs. Osgood is committed to giving back to our community through volunteerism and active leadership roles within several Upstate non-profit organizations.
“Our clients and staff understand and appreciate that Jennifer is not only a top-notch advisor, but she also oversees the key initiatives of the firm,” Wagner said. “Her depth and breadth of knowledge across every aspect of client advising, along with firm operations and governance, is truly amazing.”
“We have done a lot of incredible things at Wagner Wealth in the past few years and I look forward to plotting an even stronger future for our clients and the firm,” Osgood said.
About Wagner Wealth Management
Wagner Wealth Management specializes in helping individuals and companies reach their personal and professional goals. Wagner Wealth Management currently oversees more than $500 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 Arkadios Capital. Member FINRA/SIPC. Advisory services through Wagner Wealth Management Advisors, LLC. Arkadios Capital and Wagner Wealth Management Advisors, LLC, are not affiliated through any ownership.
