Wagner’s Herman to moderate chamber event
August 26, 2015
GREENVILLE, SC – Jeff Herman, an Equity Partner in Wagner Wealth Management, will be the moderator at the Greenville Chamber of Commerce’s Small Business Owners Forum next month.
The popular quarterly event provides an opportunity for small business owners to learn best practices from each other. The meeting will kick off with a brainstorming session of issues, followed by peer-to-peer sharing where we’ll develop solutions to make Greenville’s Small Business community stronger than ever before.
This September 9, 2015 event is open to Chamber member, small business owners only. Registration and networking will begin at 11:30 a.m., with the program immediately following at 12 p.m. There is no cost to attend. Bring your own lunch, drinks will be provided. Click here to register.
Herman has more than 25 years of experience in the financial services industry, holding positions of client advisor, sales representative, sales manager and chief distribution officer for various firms including Dreyfus Investments and AXA-Equitable Life Insurance.
Herman focuses on several strategic growth initiatives for the expansion of Wagner Wealth Management, including succession and business continuity planning for financial advisors looking to transition their business.
His most recent position prior to joining Wagner Wealth Management was as Executive Officer for AXA Life Japan. While in Japan he created and managed a distribution organization to support the investment products offered by AXA.
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 $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.
