Edward Jones-Financial Advisor: Zach G. Wagner, CFA, AAMS

Edward Jones-Financial Advisor: Zach G. Wagner, CFA, AAMS Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC.

I'm a financial advisor, with certifications CFA and AAMS®, with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With more than 15,000 financial advisors serving nearly 7 million investors, our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your g

oals, and developing individualized strategies to help you reach them. My branch office administrator, Dianne and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit www.edwardjones.com/zach-wagner for more information.
/*********/
For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

Investors will be closely watching the September Federal Reserve interest rate decision. What factors are the voting mem...
09/08/2026

Investors will be closely watching the September Federal Reserve interest rate decision. What factors are the voting members of the FOMC likely to weigh?

Our Principal, Head of Investment Strategy Mona Mahajan digs into three in our latest Weekly Market Wrap: https://bit.ly/4xbJNug

The news is out! Edward Jones has been ranked No. 1 by JD Power for Client Satisfaction among Advised Investors. We coul...
09/01/2026

The news is out! Edward Jones has been ranked No. 1 by JD Power for Client Satisfaction among Advised Investors. We couldn’t be happier because clients are everything to us. And no two are alike! We enjoy getting to know each one personally so we can provide trusted, tailored advice and wealth management solutions. Reach out if you’d like to get started.

Legal Disclosure: JD Power 2026 U.S. Full Service Investor Satisfaction Study among Wealth Management Firms for Advised Investor Satisfaction, published March 2026, data as of January 2026. Compensation provided for using, not obtaining, the ranking. For JD Power 2026 award information, visit jdpower.com/awards.

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided ...
08/31/2026

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided greater clarity on the Fed's inflation-fighting priorities. Despite seasonal headwinds, the fundamental backdrop for equities remains constructive.

Angelo Kourkafas, Sr. Global Investment Strategist, discusses the latest developments in AI, Fed policy, and markets in this week's Weekly Market Wrap.



https://bit.ly/4qOh8d1

Learn more https://bit.ly/4ceTGji I can help you explore key considerations that come with executive compensation and co...
08/31/2026

Learn more https://bit.ly/4ceTGji I can help you explore key considerations that come with executive compensation and complex wealth.

08/31/2026

As we head towards the back half of 2026, it’s a good time to step back and remember three important ground rules for long-term investors. Principal, Head of Investment Strategy Mona Mahajan discusses strategies and best practices for investing during uncertainty.

Watch the full episode: https://bit.ly/4h1epJV

Learn more https://bit.ly/4gKJQaf Long-term financial success starts with intentional planning. I can help you consider ...
08/30/2026

Learn more https://bit.ly/4gKJQaf Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth with your goals and priorities.

https://bit.ly/4ivzCgk From equity awards to diversification, I can help you make the most of your executive compensatio...
08/29/2026

https://bit.ly/4ivzCgk From equity awards to diversification, I can help you make the most of your executive compensation strategy.

https://bit.ly/4gWg8jE Your financial goals are unique — your plan should be too. I can help you create a strategy focus...
08/28/2026

https://bit.ly/4gWg8jE Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managing and preserving wealth for the future.

Higher Treasury yields weighed on equities last week, renewing concerns about whether the economy and markets can withst...
08/24/2026

Higher Treasury yields weighed on equities last week, renewing concerns about whether the economy and markets can withstand elevated rates. Despite the potential for seasonal volatility, resilient economic activity and strong corporate earnings support a constructive backdrop for equities.

Investment Strategist Brock Weimer explains what’s behind the move higher in long-term yields in the latest Weekly Market Wrap.



https://bit.ly/4gzccUJ

Learn more https://bit.ly/46iJfaR Executive compensation can be complex. I can help you make informed decisions about yo...
08/24/2026

Learn more https://bit.ly/46iJfaR Executive compensation can be complex. I can help you make informed decisions about your financial future.

Address

7818 Fairview Road
Charlotte, NC
28226

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

Telephone

+17043641471

Website

Alerts

Be the first to know and let us send you an email when Edward Jones-Financial Advisor: Zach G. Wagner, CFA, AAMS posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Edward Jones-Financial Advisor: Zach G. Wagner, CFA, AAMS:

Shortcuts

Share

Category